About Newsletter     Advertise     About CPA2Biz     Join AICPA     Join PFS     

March 18, 2010 — In This Newsletter:

Modernizing Medicare: Remove a Home Health Benefit, Now?
by Reina Schlager, CPA, PFS
Certain Medigap plans will be losing a valuable private home health benefit on June 1, 2010. Why advisors should scrutinize how this elimination affects their clients.

     AICPA/AAML National Conference on Divorce. May 6-7 at the Bellagio in Las Vegas, NV. Hot topics in business valuations ... Trial strategies in today’s economy ... Dirty little valuation secrets ... Register here:

Mistakes to Avoid in Dividing the Nest Eggs
by Tracy Stewart, CPA, PFS
Splitting up the retirement accounts in a divorce is not as simple as many couples think. How to avoid key mistakes.

Income and Estate Planning
by Igor Zey, MSFS, CAP
How strategy planners, charities and donors can use actuarial arbitrage to potentially eliminate risk.

Overspending Not Limited to the Middle Class
by Karen Lee, CFP, ChFC
High-net-worth clients are often just as prone to overspending and under-saving as everyone else. How can you help them?

Back to Top

     Press Release: AICPA Releases Guidance on Impact of DOL Relief on IRC Sec. 403(b) Retirement Plan Audits. Download the document here:

Confirm Your Client’s IRA Beneficiary Form Is
Completed Correctly

by Neal Frankle, CFP
Why now is now the perfect time.

Caution: Two-Year Tax Trap for Roth IRA Conversions Ahead!
Sponsored by Equity Trust
Professionals know markets can fluctuate wildly over a two-year span. CPAs should be asking “What should I be doing for my clients during the two years from their Roth conversions?”

Back to Top


Write a Product Review and You Could Receive an
iPod™ Touch …

Review any publication or CPE course you have used. It’s easy.
Learn more.

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.

Back to Top


'Special Webinar Event: 'There Are No Difficult Clients -- Just Advisors Who Have Run Out of Tools.'Presented by Rick Kahler, CFP. FREE exclusive webinar for Professional Network members. Wednesday, March 24, 1-2pm ET. From Equity Trust Company. Click here:

  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
AICPA's Guide to Business Combinations, Goodwill and Other Consolidation Issues
  Sponsored Links
AICPA Employee Benefit Plan Audit Workshop for Defined Benefit and Defined Contribution Plans. March 29-30, Chicago, IL. Comprehensive industry workshop! Covering the fundamentals, standards, and challenges of auditing employee benefit plans. Register here:

‘Best Practices for Dealing With Difficult Clients’
Presented by Rick Kahler, CFP. Equity Trust Webinar.

  AICPA Conferences
Employee Benefit Plan Audit Workshop for DB and DC Plans
3/29 – 3/30
, Chicago, IL
Tax Strategies for the
High-Income Individual

5/3 – 5/4
, Las Vegas, NV
National Conference on Divorce
5/6 – 5/7
, Las Vegas, NV
See Full Conferences Calendar
  AICPA Webcasts
3/23 - Risk Oversight in 2010:
The ABCs for CPAs
3/31 - IFRS Quarterly Webcast
Series — 1Q 2010
4/18 - Valuations: Forensic, Transactional & Tax — Best Practices From Leading Experts
See Full Web Events Calendar

PFP Practice Portal

Save $5 a day, up to $15 off a
weekend rental of any car
class. Use PC# 119766.
Click here for details.

Get HP business quality and reliability.
Enjoy discounts up to 30 percent,
and free U.S. ground shipping.
Click here for details.

Book by March 31, 2010 and save up to
25 percent off the Best Rate of the Day
at over 700 hotels worldwide.
Click here for details.

View More AICPA Member Elite Values



View Newsletter on the Web

Email: Wealth_Insider_subscribe@email.cpa2biz.com

Email: Wealth_Insider_remove@email.cpa2biz.com

To change your email address:
AICPA members:
Click here

Email: Service@cpa2biz.com

Sign Up for FREE Newsletter

CPA Insider

Career Insider

Corporate Finance Insider

Corporate Taxation Insider

Tax Insider

For questions about prior orders, membership or related issues, please email service@aicpa.org 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,

CPA2Biz, 100 Broadway, 6th Floor, New York, NY 10005
© 2010 CPA2Biz Inc. All Rights Reserved