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April 21, 2011
Wealth Management Insider
  IN THIS ISSUE:   > Practice Management    > Employee Benefit Plans    > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
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Practice Management
Buying and Selling Practices in the Wealth Management Landscape
by Lewis Schiff
The economic turbulence has created new reasons to think about mergers, acquisitions and new practice models. The players have changed, too.
Don't Fear the 401(k)
by Stuart Zimmerman, CPA, PFS
CPA personal financial advisors are ideally positioned to win 401(k) business in the aftermath of the 2008 financial earthquake.
AICPA Conference on Tax Strategies for the High-Income Individual
Securing the Future (Publication)
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Employee Benefit Plans
Deferred Compensation in Divorce
by Tracy Stewart, CPA, PFS
A potential client facing divorce wants to start learning about her family finances, beginning with her husband’s deferred-compensation benefits.
Retirement Plans, IRAs and Annuities: Avoiding the Early Distribution Penalty
by Vorris Blankenship/The Tax Adviser
How the 10-percent penalty on early distributions and exceptions apply to various types of plans, accounts and annuities.
AICPA National Conference on Employee Benefit Plans
Quick Reference Guide to Divorce-Related Tax Matters (Publication)
Planning for Retirement Needs (CPE)
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.
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Miss the Special Wealth Management Issue?
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AICPA Conference on Tax Strategies for the High-Income Individual.
May 5-6, 2011 at the Bellagio, Las Vegas, NV.
Register by 4/25 for early bird discount:
CPA News to Know
Anticipated Increase in M&A Activity in 2011 to Spotlight Accounting Guidance
AICPA Writes House Judiciary Committee Chairman in Support of Patent Reform Bill Includes Provision to Stop Tax Strategy Patents
Four in 10 Working Americans Say They’ll Never Afford Retirement
Converting Spenders Into Savers.
Former GAO Chief, David Walker, reveals how.
Watch here:
Converting Spenders Into Savers
Former GAO Chief, David Walker, reveals how.
How CPAs Can Help Clients With Chronic Disease Care
Recession Survivors: Too Soon Old, Too Late Rich
To Serve or Not to Serve, That’s the Question
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