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Author: Susan M. Tillery
Publisher: John Wiley & Sons
ISBN: 1119421233
Category : Business & Economics
Languages : en
Pages : 448
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Book Description
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
Author: Susan M. Tillery
Publisher: John Wiley & Sons
ISBN: 1119421233
Category : Business & Economics
Languages : en
Pages : 448
Get Book Here
Book Description
ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
Author:
Publisher:
ISBN:
Category : Liability insurance
Languages : en
Pages : 380
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Book Description
Author: Tom Wheelwright
Publisher: RDA Press, LLC
ISBN: 1937832406
Category : Business & Economics
Languages : en
Pages : 174
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Book Description
Tax-Free Wealth is about tax planning concepts. It’s about how to use your country’s tax laws to your benefit. In this book, Tom Wheelwright will tell you how the tax laws work. And how they are designed to reduce your taxes, not to increase your taxes. Once you understand this basic principle, you no longer need to be afraid of the tax laws. They are there to help you and your business—not to hinder you. Once you understand the basic principles of tax reduction, you can begin, immediately, reducing your taxes. Eventually, you may even be able to legally eliminate your income taxes and drastically reduce your other taxes. Once you do that, you can live a life of Tax-Free Wealth.
Author: Sidney Kess
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 676
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Book Description
Author: Cecilia Leung
Publisher:
ISBN: 9781544521145
Category :
Languages : en
Pages : 278
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Book Description
Are you exploring careers in accounting and finance? In this refreshingly heartfelt collection, Dear Accountant shares the career journeys and wisdom of 20 leaders in the fields of accounting and finance. Read about: Tom Golden, the former PwC partner who, despite beginning an accounting career after being in sales for 10 years and failing the auditing exam, rose to become one of the most successful forensic accountants in the country. Isabel Mercedes Cumming, the Inspector General of Baltimore City, who saved the students of James Madison University a quarter of a million dollars as a member of student government during her freshman year there. Andrew Ly, the CEO of Sugar Bowl Bakery, who fled a war-torn country with only $1 in his pocket and went on to build a family empire with his 4 brothers. From senior partners at the Big 4 to executive recruiters and entrepreneurs, these industry-leading mentors openly share their individual career paths, their struggles, and the lessons they learned along the way. Dear Accountant provides a unique immersion into the lives and careers of these inspiring leaders, empowering you to blaze your own trail as you explore the thrilling, wonderful kaleidoscope of the accounting and finance professions.
Author: Phyllis Bernstein
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 476
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Book Description
CD-ROM contains: Partners for Windows, a companion personal financial planning software -- Electronic forms from selected chapters.
Author: Ed Slott
Publisher:
ISBN: 9780997132793
Category :
Languages : en
Pages :
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Book Description
A comfortable retirement starts with accurate IRA advice. This educational guide will provide you with 125 essential ways to save and stretch your wealth so that you can spend your golden years how you have planned and envisioned them.
Author: Peter Mallouk
Publisher: John Wiley & Sons
ISBN: 1118929004
Category : Business & Economics
Languages : en
Pages : 208
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Book Description
Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.
Author: Louis V. Gerstner
Publisher: Harper Collins
ISBN: 0060523808
Category : Business & Economics
Languages : en
Pages : 310
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Book Description
Who Says Elephants Can't Dance? sums up Lou Gerstner's historic business achievement, bringing IBM back from the brink of insolvency to lead the computer business once again.Offering a unique case study drawn from decades of experience at some of America's top companies -- McKinsey, American Express, RJR Nabisco -- Gerstner's insights into management and leadership are applicable to any business, at any level. Ranging from strategy to public relations, from finance to organization, Gerstner reveals the lessons of a lifetime running highly successful companies.
Author: Mike Michalowicz
Publisher: Penguin
ISBN: 073521414X
Category : Business & Economics
Languages : en
Pages : 225
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Book Description
Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of.
