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License(s) CPA    CFP®    EA/OTRP    ERPA    CDFA   On Sale Recently Updated
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1 - 66 of 66   Page 1   

1040 Workshop 2024

Credits: CPA  24.5
CFP®  20
EA/OTRP  24
Online Book, Online Exam   $149.00
Hardcopy Book (mailed), Online Exam   $179.00

2020 Stimulus Including CARES Act

Credits: CPA  2.5
CFP®  2
EA/OTRP  2
Online Book, Online Exam   $25.00
Hardcopy Book (mailed), Online Exam   $35.00

Advising Clients Divorcing After 50

Credits: CFP®  9
CDFA  9
Online Exam ONLY (You Have the Book)   $79.00
Hardcopy Book (mailed), Online Exam   $107.00

Advisors Guide to Estate Planning

Credits: CPA  29
CFP®  21
Online Book, Online Exam   $165.00
Hardcopy Book (mailed), Online Exam   $195.00

Advisor's Guide to Investment Planning

Credits: CPA  36
CFP®  28
Online Book, Online Exam   $179.00
Hardcopy Book (mailed), Online Exam   $209.00

Annuities

Credits: CPA  7
CFP®  5
CDFA  7
Online Book, Online Exam   $59.00
Hardcopy Book (mailed), Online Exam   $69.00

Asset Allocation

Credits: CFP®  14
Online Exam ONLY (You Have the Book)   $99.00
Hardcopy Book (mailed), Online Exam   $176.00

Asset Protection Tax Strategies

Credits: CPA  17.5
CFP®  12
EA/OTRP  17
Online Book, Online Exam   $129.00
Hardcopy Book (mailed), Online Exam   $159.00

Business Insurance Overview

Credits: CPA  3
CFP®  2
Online Book, Online Exam   $39.00
Hardcopy Book (mailed), Online Exam   $49.00

Business Valuation

Credits: CPA  3
CFP®  2
CDFA  3
Online Book, Online Exam   $39.00
Hardcopy Book (mailed), Online Exam   $49.00

CFP Board Ethics Course

Credits: CFP®  2
On-Demand Video and Exam   $30.00

Child Custody and Support Course

Credits: CFP®  9
CDFA  9
Online Exam ONLY (You Have the Book)   $79.00
Hardcopy Book (mailed), Online Exam   $111.00

Complete Divorce Guide

Credits: CFP®  7
CDFA  7
Online Book, Online Exam   $79.00
Hardcopy Book (mailed), Online Exam   $99.00

Comprehensive Tax Retirement Planning

Credits: CPA  31.5
CFP®  22
EA/OTRP  31
ERPA  31
Online Book, Online Exam   $169.00
Hardcopy Book (mailed), Online Exam   $199.00

Coronavirus Tax Summary

Credits: CPA  3
CFP®  1.5
EA/OTRP  3
Online Book, Online Exam   $32.00
Hardcopy Book (mailed), Online Exam   $42.00

Divorce Tax Planning

Credits: CPA  16
CFP®  10
EA/OTRP  16
CDFA  16
Online Book, Online Exam   $122.00
Hardcopy Book (mailed), Online Exam   $152.00

Divorce Transfers & Settlements

Credits: CPA  2
CFP®  2
EA/OTRP  2
CDFA  2
Online Book, Online Exam   $25.00
Hardcopy Book (mailed), Online Exam   $35.00

Economic Indicators

Credits: CPA  2.5
CFP®  1.5
Online Book, Online Exam   $35.00
Hardcopy Book (mailed), Online Exam   $45.00

Education Tax Benefits

Credits: CPA  5
CFP®  3.5
EA/OTRP  5
Online Book, Online Exam   $55.00
Hardcopy Book (mailed), Online Exam   $65.00

Essential Guide to Divorce for Advisors

Credits: CFP®  14
CDFA  14
Online Exam ONLY (You Have the Book)   $99.00
Hardcopy Book (mailed), Online Exam   $134.00

Essentials of Life Insurance

Credits: CPA  2
CFP®  1.5
CDFA  2
Online Book, Online Exam   $25.00
Hardcopy Book (mailed), Online Exam   $35.00

Estate Planning Fundamentals

Credits: CPA  6
CFP®  4.5
CDFA  6
Online Book, Online Exam   $59.00
Hardcopy Book (mailed), Online Exam   $69.00

Estate Planning Tax Strategies

Credits: CPA  20
CFP®  14.5
EA/OTRP  20
Online Book, Online Exam   $135.00
Hardcopy Book (mailed), Online Exam   $165.00

Estate Tax Planning

Credits: CPA  4
CFP®  3
EA/OTRP  4
CDFA  4
Online Book, Online Exam   $49.00
Hardcopy Book (mailed), Online Exam   $59.00

Executor's Guide

Credits: CFP®  11
Online Exam ONLY (You Have the Book)   $89.00
Hardcopy Book (mailed), Online Exam   $134.00

Facilitating Financial Health

Credits: CFP®  11
CDFA  11
Online Book, Online Exam   $119.00
Hardcopy Book (mailed), Online Exam   $139.00

Family Tax Planning

Credits: CPA  2
CFP®  2
EA/OTRP  2
CDFA  2
Online Book, Online Exam   $25.00
Hardcopy Book (mailed), Online Exam   $35.00

Federal Income Tax Changes 2023

Credits: CPA  6.5
CFP®  4
EA/OTRP  6
CDFA  6.5
Online Book, Online Exam   $59.00
Hardcopy Book (mailed), Online Exam   $69.00

Federal Income Tax Changes 2024

Credits: CPA  6
CFP®  4.5
EA/OTRP  6
CDFA  6
Online Book, Online Exam   $59.00
Hardcopy Book (mailed), Online Exam   $69.00

Federal Income Tax Update (2023-2022)

Credits: CPA  8
CFP®  8
EA/OTRP  8
Online Book, Online Exam   $75.00
Hardcopy Book (mailed), Online Exam   $105.00

Federal Income Tax Update (2024-2023)

Credits: CPA  6
CFP®  6
EA/OTRP  6
Online Book, Online Exam   $75.00
Hardcopy Book (mailed), Online Exam   $105.00

Retirement Plans, Pensions, Annuities

Credits: CPA  3.5
CFP®  2
EA/OTRP  3
ERPA  3
CDFA  3
Online Book, Online Exam   $35.00
Hardcopy Book (mailed), Online Exam   $45.00

Financial Planning for Senior Clients

Credits: CFP®  15.5
CDFA  15.5
Online Book, Online Exam   $129.00
Hardcopy Book (mailed), Online Exam   $159.00

Financial Planning Tax Strategies

Credits: CPA  14.5
CFP®  10
EA/OTRP  14
Online Book, Online Exam   $119.00
Hardcopy Book (mailed), Online Exam   $149.00

Goals-Based Investing

Credits: CFP®  5.5
Online Exam ONLY (You Have the Book)   $59.00
Hardcopy Book (mailed), Online Exam   $87.00

Guide to Federal Individual Corp Tax

Credits: CPA  35.5
CFP®  26
EA/OTRP  35
Online Book, Online Exam   $179.00
Hardcopy Book (mailed), Online Exam   $209.00

Guide to the Financial Markets

Credits: CPA  3
CFP®  2
CDFA  3
Online Book, Online Exam   $39.00
Hardcopy Book (mailed), Online Exam   $49.00

Health Savings Accounts

Credits: CPA  1.5
CFP®  1
EA/OTRP  1
Online Book, Online Exam   $19.00
Hardcopy Book (mailed), Online Exam   $29.00

Home Office Deduction

Credits: CPA  3
CFP®  2
EA/OTRP  3
Online Book, Online Exam   $35.00
Hardcopy Book (mailed), Online Exam   $45.00

Individual Retirement Accounts

Credits: CPA  5.5
CFP®  4
CDFA  5.5
Online Book, Online Exam   $49.00
Hardcopy Book (mailed), Online Exam   $59.00

Information Security: Basic Safeguards

Credits: CPA  6
CFP®  4.5
EA/OTRP  6
Online Book, Online Exam   $49.00
Hardcopy Book (mailed), Online Exam   $59.00

Interpretation of Financial Statements

Credits: CPA  11
CFP®  7.5
CDFA  11
Online Book, Online Exam   $92.00
Hardcopy Book (mailed), Online Exam   $122.00

Investing Guidebook

Credits: CPA  7
CFP®  5.5
CDFA  7
Online Book, Online Exam   $65.00
Hardcopy Book (mailed), Online Exam   $75.00

Keeping Taxpayer Data Secure

Credits: CPA  2.5
CFP®  2
EA/OTRP  2
Online Book, Online Exam   $29.00
Hardcopy Book (mailed), Online Exam   $39.00

Long Term Care Planning

Credits: CPA  5.5
CFP®  4.5
CDFA  5.5
Online Book, Online Exam   $59.00
Hardcopy Book (mailed), Online Exam   $69.00

Choate-Planning for Retirement Benefits

Credits: CFP®  23.5
Online Exam ONLY (You Have the Book)   $119.00

Navigating Form 1040 Schedule C

Credits: CPA  3
CFP®  2
EA/OTRP  3
Online Book, Online Exam   $35.00
Hardcopy Book (mailed), Online Exam   $45.00

Partnership Taxation

Credits: CPA  13.5
CFP®  7.5
EA/OTRP  13
Online Book, Online Exam   $109.00
Hardcopy Book (mailed), Online Exam   $139.00

Pass-Through Business Deduction

Credits: CPA  2
CFP®  1
EA/OTRP  2
Online Book, Online Exam   $25.00
Hardcopy Book (mailed), Online Exam   $35.00

Personal Life Insurance Planning

Credits: CPA  4
CFP®  2.5
CDFA  4
Online Book, Online Exam   $39.00
Hardcopy Book (mailed), Online Exam   $49.00

Principles of Wealth Management

Credits: CPA  9
CFP®  7
CDFA  9
Online Book, Online Exam   $75.00
Hardcopy Book (mailed), Online Exam   $105.00

Private Wealth Management

Credits: CFP®  28
Online Exam ONLY (You Have the Book)   $139.00

Real Estate Investing

Credits: CPA  7
CFP®  5.5
CDFA  7
Online Book, Online Exam   $65.00
Hardcopy Book (mailed), Online Exam   $75.00

Real Estate Tax Planning

Credits: CPA  11
CFP®  7.5
EA/OTRP  11
Online Book, Online Exam   $92.00
Hardcopy Book (mailed), Online Exam   $122.00

Retirement Planning Tax Strategies

Credits: CPA  17.5
CFP®  12
EA/OTRP  17
ERPA  17
Online Book, Online Exam   $129.00
Hardcopy Book (mailed), Online Exam   $159.00

SECURE Act 2.0

Credits: CPA  4
CFP®  3
EA/OTRP  4
ERPA  4
Online Book, Online Exam   $49.00
Hardcopy Book (mailed), Online Exam   $59.00

Small Business Tax Planning

Credits: CPA  24
CFP®  19
EA/OTRP  24
Online Book, Online Exam   $149.00
Hardcopy Book (mailed), Online Exam   $179.00

Social Security, Medicare, Gov. Pensions

Credits: CFP®  13.5
Online Exam ONLY (You Have the Book)   $95.00
Hardcopy Book (mailed), Online Exam   $126.00

Tax Guide to Compensation & Benefits

Credits: CPA  3.5
CFP®  2
EA/OTRP  3
Online Book, Online Exam   $35.00
Hardcopy Book (mailed), Online Exam   $45.00

The M Word: The Money Talk

Credits: CFP®  7.5
CDFA  7.5
Online Exam ONLY (You Have the Book)   $69.00
Hardcopy Book (mailed), Online Exam   $89.00

Virtual Currency Transactions & 1040

Credits: CPA  2
CFP®  1.5
EA/OTRP  2
Online Book, Online Exam   $25.00
Hardcopy Book (mailed), Online Exam   $35.00

Wealth Management

Credits: CPA  8
CFP®  6
CDFA  8
Online Book, Online Exam   $69.00
Hardcopy Book (mailed), Online Exam   $85.00

What Advisors Should Know About Divorce

Credits: CFP®  11.5
CDFA  11.5
Online Exam ONLY (You Have the Book)   $79.00
Hardcopy Book (mailed), Online Exam   $110.00

The Psychology of Investing

Credits: CFP®  7
Online Exam ONLY (You Have the Book)   $69.00
Hardcopy Book (mailed), Online Exam   $126.00

Women and Divorce Vol I

Credits: CFP®  3.5
CDFA  3.5
Online Exam ONLY (You Have the Book)   $39.00
Hardcopy Book (mailed), Online Exam   $59.00

Women and Divorce Vol II

Credits: CFP®  5.5
CDFA  5.5
Online Exam ONLY (You Have the Book)   $59.00
Hardcopy Book (mailed), Online Exam   $82.00

1 - 66 of 66   Page 1   
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