Accounting & Tax Planning
Getting Ready for Busy Season: Review Individual Tax Form Changes (Surgent Webinar)
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Accounting & Tax Planning
Individual and Financial Planning Tax Camp (Surgent Self-Study)
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Accounting & Tax Planning
Individual and Financial Planning Tax Camp (Surgent Webinar)
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Accounting & Tax Planning
IRS Issues Important Regulation on Reportable Policy Sales and Clawback (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
IRS Proposes to Update the Section 162(m) Regulations (Journal Article)
This article appeared in the May 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Accounting & Tax Planning
Key Current Financial and Economic Issues Facing the Financial Executive (Surgent Webinar)
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