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January 24, 2013
Wealth Management Insider
  IN THIS ISSUE:   > Articles   > News   > CPA News to Know   > Video   Feedback Contact Us  
Protecting the legacy of an estate plan
By Susan Winer
Philanthropic legacy is an important aspect of an estate plan. It codifies the footprint the donor wants to leave and ensures intent will be honored.
Warning signs of elder abuse and fraud
By Michael David Schulman, CPA/PFS
A look at scams that frequently target older adults.
But mom and dad promised me their entire estate ... or at least their home
By Patricia M. Annino, J.D.
Eight steps caregiver clients can take to avoid becoming mired in a quantum meruit claim.
Accountant's Business Manual
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A look at fiscal cliff tax provisions
The American Taxpayer Relief Act, passed by Congress on Jan. 1, permanently extends a large number of tax items from the 2001 and 2003 tax acts and extends many expired tax provisions. Here is a comprehensive look at the many changes contained in the bill, as well as other new taxes that took effect Jan. 1.
Tax tables, other inflation adjustments, issued for 2013
The IRS has released 2013 tax tables and other inflation adjustments that reflect changes made by the American Taxpayer Relief Act. The inflation-adjusted numbers include the personal exemption and standard deduction amounts, the unified credit against the estate tax, and the alternative minimum tax exemption.
Top 10 tax developments of 2012
As tax season approaches, a look at important changes practitioners should know about.
Federal court rules against IRS regulation of tax return preparers
A federal district has struck down the IRS's registered tax return preparer program as exceeding the service's statutory authority.
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New In The Store
  Advanced Income Tax Strategies for the Mass Affluent: Post-Election Update 2013
Video, Monday, Jan. 28—This session will look at tax planning opportunities in 2013 and beyond, in light of what did (and did not) happen at the end of 2012 and the outcome of the election, with a focus on income tax planning issues and concerns for the mass affluent.
  Latest Trends & Developments in Long-Term Care Insurance
Audio, Wednesday, Jan. 30—This webinar will highlight recent trends and developments, consolidation in the industry, and the elimination of lifetime benefits and limited-pay premium options, and the rising popularity of new hybrid LTC insurance contracts that pairs the coverage together with a life or annuity policy as a new form of "asset-based" long-term care protection.
  Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors
Published in honor of the AICPA's 125th anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of advice offered by CPAs gives your clients the information and tools they need to make managing their money less daunting and helps them thrive at any stage of life.
Didn't find what you were looking for? Visit the AICPA Store
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AICPA Member Discount Program
  Office Depot  
Get ready for tax season—save over 20% on Office Depot copy paper through 1/31/13. Item # 273646 now $33.25/case. Click here for details.
Save 20% on K, Q, and H Series Desktops and C Series All-in-Ones. Use eCoupon code USXJAN2012 now through 1/31/13. Click here for details.
Save on shipping this tax season. AICPA members save up to 29% on select FedEx® services. Click here for details.
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Global CPA Report
CPA News to Know
1 CPAs: Fixing deficit should be government's top economic priority
1 Simplified home-office deduction safe harbor announced
1 To fight identity theft, IRS proposes rules for truncating identifying numbers
1 AICPA committee withdraws compilation, association ED
1 FATCA final regulations cover all the bases
1 IRS provides penalty relief for farmers hit by delayed start of tax season
1 Avoiding allegations of improper tax advice
Tips for succession success
Jim Metzler, CPA/CITP, CGMA, vice president of small firm interests at the AICPA, advises accountants to get the discussion started.

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