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February 18, 2010 — In This Newsletter:

Are You Efficiently Charitable?
by Michael Dixon, CPA, PFS
Not planning how to give can prevent you from maintaining and growing your wealth.

     Q: Where do I find revenue, expense, and compensation data to benchmark nonprofits? A: GuideStar Premium. Click here:

A Solutions-Based Approach to Charitable Planning
by Igor Zey, MSFS, CAP
A more effective and comprehensive approach to raising revenues in the world of increasingly scarce resources.

Government Pension Offset Can Substantially Reduce Social Security Benefits
by James Sullivan, CPA, PFS
The Government Pension Offset offers an opportunity to provide value and grow your practice.

Best Practices for Retirement Income Portfolios
by Lewis Schiff
A new study takes a broad look at the tactics employed by advisors who specialize in retirement planning — and how their thinking has changed in the last year.

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     Their charitable donations. Your investment management. New lower minimum -- our Charitable Investment Advisor Program -- now available for $250k. Click here:

Investing in Rental Property 101
by Neal Frankle, CFP
How your clients can make a smart investment in rental property now.

Decoding Unrelated Taxable Income (UBTI) Within an IRA
Sponsored by Equity Trust Company
Your client’s IRA owns an asset or interest that produces unrelated business taxable income (UBTI). According to the IRC, the IRA may be subject to an unrelated business income tax (UBIT).

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Write a Product Review and You Could Receive an
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Review any publication or CPE course you have used. It’s easy.
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Estate Planning Essentials: Tax Relief for Your Clients' Estates
Explore the use of wills, trusts and life insurance as vehicles to reduce the estate tax.

Securing the Future: Building a Succession Plan for Your Firm
Firms with the most successful succession strategies begin planning well before partners are ready to retire. Turn to this two-book set from succession expert Bill Reeb for guidance on setting succession goals and processes in place.

Can You Trust Your Trust: What the Practitioner Must Know
Many states have significantly revised the trust laws pertaining to accounting income, and its application to tax reporting positions. Get up to speed on the changes with this book in handy download format.

Professional Ethics: AICPA's Comprehensive Course
AICPA’s classic course is once again available. Earn eight CPE credits.

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

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'Advanced Roth IRA Conversion Issues.' Presented by Robert Keebler, CPA. Wednesday, Feb 24 at 2:00pm ET. Equity Trust Webinar for Professionals. Register now:

  Best Sellers
The Rebirth of Roth
IRAs, Roth IRAs, SIMPLES and SEPs: Contributions, Rollovers, Distributions and More
Closely Held Business Taxation: 49 Practical Ways to Cut Taxes
2009 Individual Tax Returns Videocourse
  Sponsored Links
Employee Benefit Plan Audit Workshop for Defined Benefit and Defined Contribution Plans. March 29-30 in Chicago, IL. A comprehensive industry workshop covering the fundamentals, standards, and challenges of auditing employee benefit plans. Register here:

GuideStar Premium
Trusted data. Customizable analysis. Targeted results.

You’ve Helped Your Clients Manage Their Wealth
Now help them give something back. Learn more.

‘Advanced Roth IRA Conversion Issues’
Presented by Bob Keebler, CPA. Equity Trust Webinar for Professionals.
  AICPA Conferences
Board and Audit Committee's Role in Risk Oversight
3/25 – 3/26
, Scottsdale, AZ
Employee Benefit Plan Audit Workshop for DB and DC Plans
3/29 – 3/30
, Chicago, IL
National Conference on Divorce
5/6 – 5/7
, Las Vegas, NV
See Full Conferences Calendar
  AICPA Webcasts
2/23 - Understanding, Developing and Managing Forensic Engagements
3/12 - Overcome the Fear of Public Speaking
3/17 - Comparing Morningstar/Ibbotson and Duff & Phelps' Data and Cost of Capital for Distressed Companies
See Full Web Events Calendar

PFP Practice Portal

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View More AICPA Member Elite Values



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