Close up of people looking at charts on tablet
Resources

Using Financial Modeling to Determine the Best Techniques for Clients | webcast

Jun 25, 2023 · 59 min watch

SECTION + CREDENTIAL

EXCLUSIVE

Resource

available

Understand how and when employing sophisticated techniques for advanced financial planning strategies can benefit your clients.

Understand how your clients can benefit from sophisticated financial modeling to help with planning:

  • Estates

  • Charitable giving

  • ROTH IRA conversions

  • Income taxes

In this webcast, Bob Keebler reviewed a variety of tools and calculators, including:

  • Excel

  • Number Cruncher

  • 706 software for difficult / interrelated IRC Section 2013 computations

  • Vince Lackner's 6-in-1

  • Larry Katzenstein's Tiger Tables

  • a PV calculator

Key Topics

  • Tools and software to

Download the Using Financial Modeling to Determine Best Techniques

File name: 20230626-financial-modeling.pdf

Reserved for PFS Credential Holders and PFP Section Members

Already a PFP Section Member? Or a PFS Credential Holder?

Log in with your account
 
Forgotten email
Forgotten password

Not a PFP Section Member? Or a PFS Credential Holder?

To gain access to exclusive content, your first step is to join the AICPA & CIMA.

Discover the benefits of:

PFP Section

Exclusively for

Personal Financial Planning SectionPersonal Financial Specialist Credential

Mentioned in this article

Topics

Personal Financial Planning
Tax

Subtopics

Individual Income Taxation
Retirement Planning
Tax Planning
Manage preferences

Related content

    This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

    About|Terms & Conditions|Accessibility|Privacy Policy|Contact|Help|Site Map

    CA Do Not Sell or Share My Personal Information