financial

CCH/Advocis Education Program Course 2: Contemporary Practices in Financial Planning, 10th Edition

COURSE 2 (Advocis 232)
CONTEMPORARY PRACTICES IN FINANCIAL PLANNING: 10th Edition

Students are introduced to basic income tax laws and then move into a more advanced understanding, as it relates to areas of financial planning. A review of the professional and ethical responsibilities associated with the role of a financial planner and an understanding of the structures and services within the financial industry are covered in the course. Different forms of business structures are explored in depth, along with an understanding of trusts.

If you would like more details about this product, or would like to order a copy online, please click here.




financial

Best Practices in Financial Planning for Accountants Archived Webinar 2012

This webinar series consists of a panel of highly successfully accounting professionals who have each approached the integration of financial planning into their practice in different ways. This second webinar will cover:

  • The role of the accountant in financial planning
  • What is permitted and what is prohibited
  • The importance of the engagement letter
  • The financial planning process from setting goals to presenting the plan
  • Best practices and lessons learned

Part One:
Why Financial Planning is Important to Accountants Archived Webinar 2012

If you would like more details about this product, or would like to order a copy online, please click here.




financial

Almanac of Business & Industrial Financial Ratios (2015) (U.S.)

Philip Wilson

The comprehensive resource puts 50 comparative performance indicators at the practitioner's command and covers all of North America (U.S., Canada, and Mexico) using NAICS data. The Almanac provides financial information that is calculated and derived from the latest available IRS data on nearly 5 million U.S. and international companies. The Almanac gives you accurate performance data for 50 operating and financial factors in 199 industries.

Data for each industry is divided into 13 categories based on company size, so you'll find a precise benchmark against which to measure any company's performance. One quick glance at the appropriate field of business and company-size category and you've found the definitive starting point for competitive performance analysis. The Almanac provides competitive norms in actual dollar amounts for revenue and capital factors, such as net receivables, net property, inventories, total assets, portfolio income, and more. It then gives you important average operating costs in percent of net sales, including cost of operations, pensions and benefits, interest, and more.

The Almanac provides ratios for industry-wide results for inventory turnover, current assets to working capital, quick ratio, asset turnover, and others. It also provides other critical financial factors in percentages, including debt ratio, return on assets, and return on equity, and profit margin.

It comes complete with a CD that contains a special Excel Spreadsheet Template that can be used to input data on a given company to see how a company compares with the data provided in the Almanac.

The book is organized by the following major industry sectors, which in turn cover 199 industries, including:

  • Agriculture, forestry, fishing, and hunting
  • Mining
  • Utilities
  • Construction
  • Manufacturing
  • Wholesale trade
  • Retail trade
  • Transportation and warehousing
  • Information
  • Finance and insurance
  • Real estate and rental leasing
  • Professional, scientific and technical services
  • Management of companies (holding companies)
  • Administrative and support and waste management and remediation services
  • Health care and social assistance
  • Arts, entertainment and recreation
  • Accommodation and food services
  • Other services (including repair and maintenance, automotive repair and maintenance, personal and laundry services, and religious, grant-making, civic, and professional organizations)

8 ½" x 11"   824 pages

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Full Article


financial

Almanac of Business & Industrial Financial Ratios (2014)

Author: Dr. Leo Troy

The comprehensive resource puts 50 comparative performance indicators at the practitioner's command and covers all of North America (U.S., Canada, and Mexico) using NAICS data. The Almanac provides financial information that is calculated and derived from the latest available IRS data on nearly 5 million U.S. and international companies. The Almanac gives you accurate performance data for 50 operating and financial factors in 199 industries.

Data for each industry is divided into 13 categories based on company size. You'll find a precise benchmark against which to measure any company's performance. One quick glance at the appropriate field of business and company-size category and you've found the definitive starting point for competitive performance analysis. The Almanac provides competitive norms in actual dollar amounts for revenue and capital factors, such as net receivables, net property, inventories, total assets, portfolio income, and more. It then gives you average operating costs in percent of net sales, including cost of operations, pensions and benefits, interest, and more.

The Almanac provides ratios for industry-wide results for inventory turnover, current assets to working capital, quick ratio, asset turnover, and others. It also provides other critical financial factors in percentages, including debt ratio, return on assets, and return on equity, and profit margin.

Comes complete with a CD that contains a special Excel Spreadsheet Template that can be used to input data on a given company to see how a company compares with the data provided in the Almanac.

The book is organized by the following major industry sectors, which in turn cover 199 industries, including:

  • Agriculture, forestry, fishing, and hunting
  • Mining
  • Utilities
  • Construction
  • Manufacturing
  • Wholesale trade
  • Retail trade
  • Transportation and warehousing
  • Information
  • Finance and insurance
  • Real estate and rental leasing
  • Professional, scientific and technical services
  • Management of companies (holding companies)
  • Administrative and support and waste management and remediation
    services
  • Health care and social assistance
  • Arts, entertainment and recreation
  • Accommodation and food services
  • Other services (including repair and maintenance, automotive repair and maintenance, personal and laundry services, and religious, grant-making, civic, and professional organizations)

824 pages

Related Products

2013 U.S. Master Tax Guide + the

If you would like more details about this product, or would like to order a copy online, please click here.




financial

Almanac of Business & Industrial Financial Ratios (2013)

Author: Dr. Leo Troy

The comprehensive resource puts 50 comparative performance indicators at the practitioner's command and covers all of North America (U.S., Canada, and Mexico) using NAICS data. The Almanac provides financial information that is calculated and derived from the latest available IRS data on nearly 5 million U.S. and international companies. The Almanac gives you accurate performance data for 50 operating and financial factors in 199 industries. 

Data for each industry is divided into 13 categories based on company size, so you'll find a precise benchmark against which to measure any company's performance. One quick glance at the appropriate field of business and company-size category and you've found the definitive starting point for competitive performance analysis. The Almanac provides competitive norms in actual dollar amounts for revenue and capital factors, such as net receivables, net property, inventories, total assets, portfolio income, and more. It then gives you important average operating costs in percent of net sales, including cost of operations, pensions and benefits, interest, and more.

The Almanac provides ratios for industry-wide results for inventory turnover, current assets to working capital, quick ratio, asset turnover, and others. It also provides other critical financial factors in percentages, including debt ratio, return on assets, and return on equity, and profit margin.
The Almanac of Business and Industrial Financial Ratios comes complete with a CD that contains a special Excel Spreadsheet Template that can be used to input data on a given company to see how a company compares with the data provided in the Almanac.

The book is organized by the following major industry sectors, which in turn cover 199 industries, including:

  • Agriculture, forestry, fishing, and hunting
  • Mining
  • Utilities
  • Construction
  • Manufacturing
  • Wholesale trade
  • Retail trade
  • Transportation and warehousing
  • Information
  • Finance and insurance
  • Real estate and rental leasing
  • Professional, scientific and technical services
  • Management of companies (holding companies)
  • Administrative and support and waste management and remediation services
  • Health care and social assistance
  • Arts, entertainment and recreation
  • Accommodation and food services
  • Other services (including repair and maintenance, automotive repair and maintenance, personal and laundry services, and religious, grant-making, civic, and professional organizations)

If you would like more details about this product, or would like to order a copy online, please click here.




financial

Pay Yourself First: Financial Strategies for the Owner/Manager

Pay Yourself First: Financial Strategies for the Owner/Manager will show you how to minimize your taxes and maximize the return on your business investments. Written specifically for the small business owner and manager, it explores essential areas of finance and accounting for your small business and provides simple, practical advice on making your money work for you and avoiding possible pitfalls.

 

Topics covered:

  • Starting a business
  • Setting-up and administering a workable financial process
  • Extracting money from the business in ways that are most advantageous to you and the business
  • Income splitting for family businesses
  • Family trusts
  • Retiring entrepreneurs

If you would like more details about this product, or would like to order a copy online, please click here.




financial

Financial management for nurse managers and executives

Jones, Cheryl Bland, author




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Financial questions hound two of F1’s three races in North America




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MotoGP offers teams financial support in virus-hit season




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Fadnavis meets PM, seeks financial package for Maharashtra



  • DO NOT USE Maharashtra
  • India

financial

Financial aid for Vidarbha farm widows



  • DO NOT USE Maharashtra
  • India

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Martin Wolf,tracker of financial crisis,at Express Adda today




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‘India most immune to the financial crisis’




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Punjab: Farm widows share financial woes, rue lack of govt support




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Centre’s Financial Action Plan was big factor in pushing migrant workers to leave towns




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'Don't know when we are going to resume shoots': Sayantani Ghosh on facing financial difficulties amid COVID-19 crisis

Sayantani also expressed doubts over the safety of crew members once shoots resume.




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UP govt announces financial aid, free ration for workers




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Pune zilla parishad rolls out financial scheme for uninsured patients at pvt hospitals




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For uninsured Covid-19 patients at private hospitals, Pune ZP rolls out financial aid scheme




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Sharad Pawar writes to PM, seeks financial package




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Palghar lynching: Financial help for family of driver




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Hit hard by lockdown: Transgender community stands isolated with no financial resources




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Cristiano Ronaldo’s Portugal comes to the financial aid of amateur clubs




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East Bengal sign Sehnaj Singh, Bikash Jairu and Cavin Lobo despite financial crisis




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Belgian club seek financial help from Marouane Fellaini: Reports




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AITA plans domestic circuit to offer financial aid to struggling players




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Tennis plans virus-related financial fund: 800 players, $6M




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Dropped from contract list, Usman Khawaja shocked at Cricket Australia’s financial crisis




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Sachin Tendulkar provides financial support to 4,000 underprivileged people




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UK Sinha writes: Mutual fund problem can swiftly migrate to financial services, then spread soon to real economy




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With Covid-19 crisis dealing sharp blow to struggling financial sector, revival calls for new approach




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On table in PM meeting with CMs today: Migrants, easing curbs, financial support




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BPO financial irregularities to cost Infosys less than $1 million

Infosys, India's second largest information technology (IT) services company, is likely to book an impact of less than $1 million (Rs 6 crore) due to the financial irregularities in the accounts of its business process outsourcing (BPO) arm, which led to the dismissal of the unit's chief financial officer, Abraham Mathews earlier this week.




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Bengal actors facing financial distress due to lockdown get assistance




financial

Gang duped villagers after promising financial aid in Jalandhar