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January 20, 2011
Wealth Management Insider
  IN THIS ISSUE:   > Employee Benefits  > Practice Management    > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
The Rebirth of Roth: A CPA's Ultimate Guide for Client Care. 
Written by a nationally recognized expert in retirement, estate, and family wealth preservation.
Stay up to date on current rules and regulations!
Employee Benefits
Roth Opportunities for 401(k) Participants
by Phillip Putney, CPA, PFS
Understanding the hurdles to overcome and key differences between in-plan and traditional Roth IRA conversions.
Hybrid Pension Plan Guidance Issued
by Alistair Nevius/The Tax Adviser
On October 18, the IRS released final and proposed regulations providing guidance on so-called hybrid defined benefit pension plans that apply to plan years that begin on or after January 1, 2011.
IRAs, Roth IRAs, SIMPLES and SEPs: Contributions, Rollovers, Distributions and More (Publication)
AICPA National Conference on Employee Benefits Plans
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Available January 27!
Kess on Legislation 2010: 
Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act.
Order here:
Practice Management
The Added Challenges When You Advise Affluent Clients
by Lewis Schiff
Advisors to wealthy families speak out about their careers and clients.
New Investment Adviser Requirements of the Dodd-Frank Act
by Wesley Nissen and Milton Buckingham/Journal of Accountancy
What CPAs should know.
Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips and Tactics (Publication)
Kess on Legislation 2010: Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act (Publication)
AICPA Conference on Tax Strategies for the High-Income Individual
New In The Store
  Bill What You're Worth
Pricing your services and billing for them is one of the most important skills of the successful accountant. This new edition walks you through pricing methods, shows you how to discuss pricing with clients and how to motivate employees to bill what they’re worth.
Life Insurance: How to Use It to Your Clients' Advantage
This book includes a valuable CD-ROM to help you better understand — and explain — the basics of life insurance products.
Adviser's Guide to Retirement Plans for Small Businesses
Provides you with the tools you need to offer strategic advice on retirement plans as well as detailed information on plan design, establishment, monitoring, administration, correction of failures and termination.
Didn't find what you were looking for? Visit the AICPA Store
AICPA Member Discount Program
Save on shipping this tax season. AICPA Members save up to 29 percent on select FedEx® shipping services.
Click here for details.
  Church Hill Classics  
Save 20 percent on all AICPA-branded frames and desk accessories, along with discounted flat shipping rate on frames.
Click here for details.
  Office Depot  
Save up to 35 percent on office supplies, copy & printing services, technology and furniture for all your business needs.
Click here for details.
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AICPA National Conference on Employee Benefits Plans.
May 2 – 4 at the Aria in Las Vegas, NV.
Hear from the Department of Labor, Treasury and the IRS.
Register by March 18 and save!:
Sponsored Links
Contributions, rollovers, distributions and more.
Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips, and Tactics.
Robust CD-ROM with 150+ page PDF book, 1.75 hour audio plus presentations to educate your clients.
CPA News to Know
IFRS Foundation Publishes Proposed IFRS Taxonomy 2011
AICPA President and CEO Barry Melancon Congratulates NASBA on Appointment of Ken Bishop As President, CEO
AICPA Gives First Lifetime Achievement Award for Personal Financial Planning
Expanding Into Nonprofits
How PFSes can expand their practices in this niche market.
11 Resolutions That Are Easy to Keep
How Meeting the Needs of Clients With Chronic Disease Can Be Rewarding
What Are Your Clients Hiding From You?
Finance Insider
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