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March 15, 2012
Wealth Management Insider
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AICPA Advanced Estate Planning Conference. July 23-25, 2012 in Las Vegas, NV.
Vacation house: A gift or a curse?
by Patricia M. Annino, J.D.
Gifting vacation property this year, while the federal exemption is high, may be a wise move. Homeowners considering a gift need to weigh the options and the potential repercussions.
Boy Scouts would excel in mediation
by Tracy B. Stewart, CPA/PFS
How to demonstrate your value to mediation-bound clients.
Assisting the newly widow[er]ed
by Michael David Schulman, CPA/PFS / The Tax Adviser
Explore ways to aid clients who have suffered the loss of a spouse or other close loved one, from collecting important papers, to addressing cashflow and housing decisions and preparing for the future.
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The CPAs Guide to Long-Term Care Planning
Eight ways to choose the right charities
by Betsy Brill and Susan Winer
Before making a gift to a nonprofit organization, donors and their advisers can take steps to identify red flags and gauge how effectively governed, accountable, and fiscally responsible the organization is.
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AICPA Member Discount Program
Take advantage of historically low mortgage rates and receive a $200 gift card when you close your purchase or refinance loan. Click here for details.
AICPA members receive deep discounts on select HP Mono Toners - stock up for tax season now. Discounted pricing valid through March 31, 2012. Click here for details.
Frame your AICPA certificate - Save 20 percent on all AICPA-branded frames & desk accessories with flat rate shipping. Click here for details.
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Investment Audit Systems. Cost basis lookup - online calculator - research & data.
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CPA News to Know
1 Tax Court: Limitation on deductible mortgage interest applies to unmarried co-owners
1 Portability election extended for some estates
1 SEC changes performance fee thresholds, net worth calculation
Estate Planning After the Tax Relief and Job Creation Act of 2010

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