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February 17, 2011
Wealth Management Insider
  IN THIS ISSUE:   > Charitable Giving  > Practice Management    > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
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Charitable Giving
Translating Family Values Into a Tax Planning Tool
by Justine Tenney, CPA, PFS
How charitable goals can be used to save taxes while achieving a family’s significant, long-term objective.
The Gross Income Requirement for Trusts’ Charitable Deductions
by Frances Schafer/The Tax Adviser
What would happen if a trust has purchased a property with amounts that were gross income in the past?
Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips and Tactics (Publication)
Can You Trust Your Trust: What the Practitioner Needs to Know (Publication)
Form 1041: Income Taxation of Estates and Trusts (CPE)
Back to Top
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!
Practice Management
Raising Responsible Children Surrounded by Wealth
by Lewis Schiff
Advisors to wealthy families can differentiate their practices by the sensitivity and guidance they offer parents.
Have You Insured Your Company's Most Valuable Resource?
by Dana Sydney, CLU, CFP
It can mean the difference between the survival and the failure of your business.
Becoming a Trusted Business Advisor: How to Add Value, Improve Client Loyalty and Increase Profits (Publication)
Kess on Legislation 2010: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (CPE)
AICPA National Conference on Employee Benefits Plans
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
  Bank of America  
AICPA offers both personal and business Visa® credit cards with WorldPoints® rewards through Bank of America.
Click here for details.
Now through March 31, 2011, receive deep discounts on select HP Mono Toners — stock up for tax season now.
Click here for details.
  Office Depot  
Save 20 percent on all AICPA-branded frames and desk accessories, along with discounted flat shipping rate on frames.
Click here for details.
Back to Top
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.
Sponsored Links
Bummed About Missing Last Month’s PFP Conference?
We’re bringing the conference to you in the February 28 issue of CPA Insider. Sign up today.
Tax Strategies for the
High-Income Individual

Renowned tax expert, Sid Kess, chairs. All attendees have direct access to Sid Kess.
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!:
CPA News to Know
Surging Business Use of Mobile Devices Is Top Business IT Challenge AICPA Survey
Edward Karl, AICPA Tax Expert, Available to Explain Tax Provisions in Presidents Budget
Roadmap to Developing and Managing a CPA Personal Financial Planning Practice (PDF)
VIDEO: The Value of PFP and PFS
What’s in it for the CPA?
The Value of PFP and PFS
What’s in it for the CPA?
Facebook Strategies for CPAs 
2010: Setting the Stage for a New Tax Era
Getting to the IFRS Destination - are we there yet?
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