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November 13, 2008 — In This Newsletter:



Managing Portfolio and Retirement Benefits
by Mark Washburn, CPA/MST
How CPAs can provide calm during turbulent times.

The Bear Stearns Acquisition
by Colleen Feeney Romero, JD and Thomas Wechter, JD/LLM
Just when you thought tax planning was dead.

401(k) Concerns and Ideas
by Annette Nellen, CPA/Esq.
The current financial crisis has brought renewed attention to whether 401(k) retirement plans are adequately serving workers.

Depreciate Property in Like-Kind Exchanges Consistently
by Michael Stevens/Journal of Accountancy
Why practitioners must give special scrutiny and apply new depreciation matching rules.

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Advising Clients in Uncertain Economic Times
by Larry Jacobson, CPA/JD
Clients are cutting back on nonrevenue producing services, including tax compliance services. Tax advisors need to counsel these clients on the long-term costs of such a short-sighted approach.

Quantifying the Effect of Management Changes (PDF)
Sponsored by Bank of America
Learn how you can support your tax filing clients, while increasing the consultative side of your business.

Joint Accounts — Are They Subject to a Decedent’s Tax Debts?
Sponsored by MicroMash
Tax liability for accounts with joint tenants with right of survivorship (JTWROS) — timing is everything!

Survey Guides Accounting Firms in Building More Intelligent Businesses
Sponsored by CCH
Knowledge management, culture, technology are key to success.

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New in the CPA2Biz Store

2008 Corporate Income Tax Returns Videocourse
Presenter Sidney Kess leads a team of tax authorities in reviewing major tax developments and tax planning strategies. Choose new On-Demand format for immediate online access or DVD.

2008 Individual Income Tax Returns Videocourse
Sid Kess and team review major tax developments affecting 1040 return preparation and detail useful tax planning strategies. Choose new On-Demand format for immediate online access or DVD.

AICPA’s Hottest Tax Topics for 2008
Author Bill Bischoff, CPA, provides insight into techniques for reducing your clients’ tax burdens. Earn 12 CPE credits.

Special Problems With Partnership Interests in Estate & Trust Administration
Understand the impact of the partnership’s Section 754 election — and earn CPE credit. The On-Demand format gives you immediate online access.

Didn't find what you were looking for? Visit the AICPA Store.

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  Best Sellers
Form 990: AICPA's Answer to Unlocking the Tax Complexities
Tax Research Techniques, Eighth Edition
Accountant’s Business Manual Online

Basis/Distributions for Pass-Through Entities: An IRS Hot Spot

  Sponsored Links

Increase Your Efficiency for Time Entry, Billing and Project Tracking Tasks
With CCH's ProSystem fx® Practice Management.

MicroMash e-Learning
Choose from over 150 Courses!

Enhance Your Skills With Bank of America’s CPA Resources
Including complimentary seminars and industry research.

PPC's Tax e-Practice Aids
For 1040, 1120S, 1065 and 1041 returns!

  AICPA Tax Section
Buying and Selling Businesses:
The CPA's Role

Overview of the Revised Form 990

Innovative Tax Planning for Individuals and Sole Proprietors

CPE Direct

Also see AICPA Conferences section below
  Career Resources
  AICPA Conferences

AICPA Federal Real Estate Tax Conference
12/1 - 12/2
, Washington, DC

Employee Benefit Plans Accounting, Auditing and Regulatory Update
12/11 - 12/12
, Washington, DC

Advanced Personal Financial Planning Conference
1/19/2009 - 1/21/2009
San Diego, CA

AICPA Webcasts
11/18 - Compilation and Review Risk Alert Strategic Briefing — 2008/2009
11/20 - Strategic Performance Management: Keeping It Simple
11/20 - Valuation of Distressed Companies

AICPA members receive a 10% discount on new purchases of tax research materials through Thomson Reuters.
Click here for details.

Chase Paymentech makes it easier and more affordable for you to accept client card payments with their online Virtual Terminal!
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Save 10% off business formation and incorporation services from one of the industry’s leading providers — BizFilings, a Wolters Kluwer company!
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