The AICPA Wealth Management Insider delivers need-to-know news of the profession and its regulations, hard-hitting commentary, recommended products and professional development resources to over 30,000 CPAs who currently provide financial planning services or are looking to expand their practice in this area.

Recent Issues

(Please note: Some links contained within these archived issues may now be inactive.)


Dec. 18 Greater Interest in Alternative Investments
Nov. 20 Life Insurance: The Oft-Missed Financial Tool
Oct. 16 Weathering an Economic Storm
Sep. 18 Advising High-Net-Worth Widows
Aug. 21 Long-Term Care and Tax Planning
July 24 Death and Taxes Respect No Borders
June 19 New Trends in Wealth Management
May 15 Philanthropic Philosophy Is Changing
Apr. 17 Middle-Class Millionaire Advisors
Mar. 20 Why CPAs Should Care About HIPAA
Feb. 21 Give Generously, Retire Comfortably
Jan. 17 The Affluent and Retirement

Find Wealth Insider articles from 2012 here.
Find Wealth Insider articles from 2011 here.
Find Wealth Insider articles from 2010 here.
Find Wealth Insider articles from 2009 here.
Find Wealth Insider articles from 2007 here.


Comments? Questions? Ideas?
We value suggestions for making this newsletter as useful as possible for professionals like yourself. Please send suggestions to Sukanya Mitra, Managing Editor, AICPA Wealth Management Insider.


Click on the links below for information and sample articles from other AICPA publications:

Journal of Accountancy

The Tax Adviser

The CPA Letter

The Practicing CPA