Personal Finance #3–Financial Services & Bank Reconciliation

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  • The lowest price of Personal Finance #3–Financial Services & Bank Reconciliation was obtained on December 23, 2024 10:08 pm.

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Last updated on December 23, 2024 10:08 pm
Personal Finance #3–Financial Services & Bank Reconciliation
Personal Finance #3–Financial Services & Bank Reconciliation

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Personal Finance #3–Financial Services & Bank Reconciliation

★★★★★
$59.99  in stock
Udemy.com
as of December 23, 2024 10:08 pm

Learn about financial services, financial institutions, and how to create a personal bank reconciliation from a CPA

Created by: Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI
Rating:4.58 (44reviews)     25096students enrolled

What Will I Learn?

  • How to apply money management strategies
  • How to apply tax management strategies
  • Explain the difference between marginal tax rate and average tax rate and how to use the proper rate when planning
  • Describe the difference between tax deductions and tax credits and how to use this information when doing tax planning
  • List the different tax filing statuses and their impact on the tax calculation
  • Explain the different tax preparation options and the pros and cons related to them
  • List common financial services needed by individuals
  • List financial institutions and the services they provide
  • Describe what a bank reconciliation is
  • Complete a personal bank reconciliation

Requirements

  • None

Target audience

  • Anybody who want to improve their personal financial planning
  • Students

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