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January 19, 2012
Wealth Management Insider
  IN THIS ISSUE:   > Estate Planning    > Employee Benefits    > CPA News to Know   > Sponsored Links   > Video    Feedback Contact Us  
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Estate Planning
Is Your Estate Planning in Better Shape Than Stieg Larsson's?
by Patricia Annino, JD, LLM
Nine New Year’s resolutions you and your clients can’t do without.
Estate Tax Treatment of Grantor Retained Interests Clarified
by Alistair Nevius/The Tax Adviser
Final regulations provide guidance on the portion of property includible in the grantor's gross estate.
Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips and Tactics (CPE)
PFS Credential Exam Registration (Membership)
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Employee Benefits
Index Universal Life Insurance
by Peter Katt, CFP, LIC
Beware of a possible new scam.
Retiree Tax Planning for Eligible Retirement Plans of Tax-Exempt Entities
by Vorris Blankenship/The Tax Adviser
Top-hat plans — deferred compensation plans for eligible exempt entities — offer an attractive degree of distribution flexibility for participants and their beneficiaries.
Life Insurance: How to Use It to Your Clients' Advantage (Publication)
Insurance Industry Developments — 2011/12 Audit Risk Alert (Publication)
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New In The Store
  The Rebirth of Roth: A CPA's Ultimate Guide for Client Care
A free download is available which covers provisions of The Tax Relief Act of 2010 that affect Roth IRA planning.
Didn't find what you were looking for? Visit the AICPA Store
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AICPA Member Discount Program
Receive $100 off select Inspiron, XPS and Alienware systems $999 or more. Use coupon code B3C2RMHLN7BC4J now through 1/31/2012.
Click here for details
Save on shipping this tax season. AICPA Members save up to 29 percent on select FedEx® shipping services. Click here for details.
  Bank of America  
AICPA offers both personal and business Visa® credit cards with WorldPoints® rewards.
Click here for details.
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Life Insurance: How to Use It to Your Clients' Advantage.
Designed to guide CPAs through some of the most important aspects of life insurance.
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Sponsored Links
Sid Kess, CPA, LLM Provides Legislation Updates on Payroll Tax/HR and Benefits
Sign up for webcast, 1/20.
High Profile Divorces: Celebrities, Professional Athletes, Writers & Non-Traditional Issues in a Divorce
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CPA News to Know
Deloitte: Insurers May Face Significant Hurdles Bolstering Top- and Bottom-lines in 2012
Health Accounts Continue to Grow in Numbers, Assets (PDF)
Life Insurance May Be Untapped Resource in Tough Economic Times
  More News
The Ethical World of the Personal Financial Specialist.
Ted Sarenski, CPA, PFS, explains.
When There’s No Will or an Old Will, What Is the Way?
Sid Kess explains the need for financial planners today.
How to Roth Accounts for Early Retirement -
Will Companies Be Required to Repay Their LIFO Tax Savings?
Have you fed the pig today? Check out the new @feedthepig PSAs  
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