Please add to your Address Book. View email as a web page.
March 17, 2011
Wealth Management Insider
  IN THIS ISSUE:   > Investment  > Practice Management    > Estate Planning    > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
PFS 25th Anniversary … Save the date!
Advanced Personal Financial Planning Conference.
January 16-18, 2012.
Save $100 -- register by October 8!
Too Soon Old, Too Late Rich
by Michael Schulman, CPA, PFS
Many clients are too young to retire; too old to replace lost wages; too wealthy to qualify for government assistance and too poor to rely solely on today’s low interest rates for their retirement income. How can you help?
Knowing Your Investment Manager
by Don Ezra
Probe beneath a manager’s performance: Is it likely to continue and will business and compliance risks derail the manager?
Investments (Publication)
The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees and Plan Sponsors (Publication)
Back to Top
Learn proven techniques to bill what you’re worth.
New 2011 edition shows you how to price and bill your services.
Practice Management
Why Financial Advisors Must Become Risk Managers
by Samuel Won
Four best practice tips show you how to make the change.
Unprepared Children of High-Net-Worth Clients
by Lewis Schiff
How financial education can not only help the children but also support the work of advisors.
Life Settlements, Insurance and Benefits
by Peter Katt, CFP, LIC
How financial planners can help their clients with these added services.
Life Insurance: How to Use It to Your Clients' Advantage (Publication)
AICPA Conference on Tax Strategies for the High-Income Individual
Back to Top
Estate Planning
To Gift or Not to Gift … That Is the Question
by Patricia Annino, JD, LLM
Seven factors your clients should consider.
Using Trusts for Asset Protection
by Daniel Rubin, JD, LLM
Without necessarily using an asset protection trust.
AICPA Advanced Estate Planning Conference
Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips and Tactics (Publication)
New In The Store
  The Tax Relief and Job Creation Act of 2010: Tools, Tips, and Tactics
Be the first to offer your clients valuable tax planning advice with this new multimedia explanation and analysis of the law.
Risk Assessment for Mid-Sized Companies: Tools for Developing a Tailored Approach to Risk Management
For the CPA or CFO who is familiar with the COSO standards, Risk Assessment for Mid-Sized Companies transforms the COSO standards into actionable ERM processes.
The Rebirth of Roth: A CPA's Ultimate Guide for Client Care
A free download is available which covers provisions of The Tax Relief Act of 2010 that affect Roth IRA planning.
Didn't find what you were looking for? Visit the AICPA Store
AICPA Member Discount Program
Save this tax season — AICPA Members save up to 29 percent on select shipping services.
Click here for details.
Enjoy up to 30 percent off reliable HP business quality products and free U.S. ground shipping.
Click here for details.
  Wells Fargo  
Take advantage of low mortgage rates and receive a $200 gift card when you close your purchase or refinance loan.
Click here for details.
Back to Top
Cost Basis Resource from Investment Audit Systems.
Cost basis lookup, online calculator, research & data.
1 website, 5 minutes … you’re done!
Sponsored Links
Don't Waste Your Time Computing Cost Basis
(1 site + 5 Mins = Done).
Visit: IAS Online Cost Basis.
Catch up on the 2011 PFP Conference material!
Download the presentation videos and materials here:
CPA News to Know
AICPA, CIMA Announce Proposal to Create International Management Accounting Designation
IRS Releases 2010 Data Book
Statement From AICPA President and CEO Barry Melancon on Senate Passage of Bill to Stop Tax Strategy Patents
PFPs Are Typically Called Upon During Tough Times.
Chris Strand, CPA, PFS, MST, trusted advisor to affluent individuals and families and their businesses, provides tips on how you can help your clients.
PFPs Are Typically Called Upon During Tough Times
Chris Strand, CPA, PFS, MST, trusted advisor to affluent individuals and families and their businesses, provides tips on how you can help your clients.
Delivering the Pot O' Gold Your Clients Want
Re-energize Your Relationships With High-Impact Client Review Meetings
The economics of client loyalty revealed
Finance Insider
Taxation Insider
Delivers need-to-know news of the profession, hard-hitting commentary, recommended products and professional development resources to more than 216,000 AICPA members every week.

Covers financial management and corporate compliance issues, job opportunities, career advancement strategies, self assessment tools, compensation research and hiring trends for over 80,000 B&I CPAs and other financial professionals.

Delivers need-to-know news of the profession, hard-hitting commentary and professional development resources for over 70,000 corporate taxation professionals.

Delivers tax news, expert commentary, recommended products and professional development resources to over 45,000 tax and financial planning professionals.

Clues in over 105,000 CPAs to great job opportunities, plus powerful tools, guides and research for getting their career to the next level.

  QUICK LINKS:   > Industry News      > Video Snacks   > TechByte   > Join AICPA      > Advertise      > Follow us     > Like us    
  MORE AICPA PUBLICATIONS:   > Journal of Accountancy      > The Tax Adviser      > CPA Letter Daily  
  Click here to select your e-mail, newsletter, or change your e-mail address and preferences at any time.

For questions about prior orders, membership or related issues, please email or call 888-777-7077. Publication of an advertisement in Wealth Management Insider does not constitute an endorsement of the product or service by Wealth Management Insider, or the AICPA.

AICPA, 220 Leigh Farm Road, Durham, North Carolina 27707-8110
© 2011 AICPA Inc. All Rights Reserved.

Wealth Management Insider
You are now reading the Wealth Management Insider
Contact the editor

Corporate Information
About CPA2Biz | Join AICPA
Click here to Unsubscribe from Wealth Management Insider.