Grantor trust planning: The issues, the strategies, and the threats to bring it down
Grantor trusts are among the most effective tax planning tools available today. Learn common planning issues and strategies you can use to help your clients make the best use of grantor trusts.
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Gain the fundamental techniques used for predictive analytics, so you can implement an analytics practice in a practical way that will equip you to deploy those tools as needed within your organization.
£699.00
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Maximizing Retirement Savings: Thoughtful Distribution Techniques
The lackluster performance of the markets, higher inflation, and increasing interest rates make retirement planning critical for retirees to ensure that their wealth will cover their needs.
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Practical Planning Strategies for the Mass Affluent in 2022
Learn proactive techniques and time-sensitive strategies to provide value to your clients who earn between $100,000 and $500,000 annually.
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This course will help you turn forecasting and budgeting into a positive planning process that helps your organisation achieve its strategic goals.
£39.00
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Anyone interacting with European Union (EU) citizens must ensure their personal data is gathered legally and under strict conditions. If not, the price you pay for ignoring data privacy laws could be £20 million or 4% of your organization’s global turnover. Make sure you know about General Data Protection Regulation (GDPR).
£109.00
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In this book, you will explore how traditional budgeting, planning and forecasting processes have fallen short in today's business environment and what tools and techniques you can use to best meet your organisation's needs.
£39.00
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Learn to apply tools and methods to make your budget planning process more strategic and flexible. Also, learn to build a set of decision-making processes and use them to make smart allocation choices.
£49.00
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