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AICPA
June 16, 2011
Wealth Management Insider
AICPA
  IN THIS ISSUE:   > Practice Management    > Estate Planning    > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
 
 
Making Two Years Last a Lifetime.
The most compelling planning opportunities now.
Alliance Bernstein.
Learn more:
 
Practice Management
   
Avoid the Seven Business Casualties of Divorce
by Tracy Stewart, CPA, PFS
Here’s how.
 
 
   
Trust Fund Recovery Penalty
by James Beavers/The Tax Adviser
Lack of control does not except owners from liability.
 
 
   
The Gift That Keeps on Giving
Sponsored by Bernstein Global Wealth Management
The current federal tax law extension provides a remarkable window of opportunity for your clients to move wealth out of their taxable estates.
 
Divorce: The Accountant As Financial Expert (Publication)
The Adviser's Guide to Doing Business With the IRS (Publication)
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AICPA Advanced Estate Planning Conference.
July 18-20, 2011 in Boston, MA.
Focusing on today’s challenges in an intensive three days!
Register now for early bird discount by July 6:
 
Estate Planning
   
Estate Planning Myths: Forget About Estate Taxes
by Patricia Annino, JD, LLM
Why estate planning is important for all clients.
 
 
   
Updating the Life Settlement Market
by Peter Katt, CFP, LIC
Why your clients should not rent their life to be an insured only to try and sell it later or become an investor in another’s life insurance policy.
 
Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips and Tactics (Publication)
AICPA Advanced Estate Planning Conference
Fundamentals of Insurance Planning (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
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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Didn't find what you were looking for? Visit the AICPA Store
 
AICPA Member Discount Program
.
  HP  
Get up to 30 percent off reliable HP business quality products and free U.S. ground shipping.
Click here for details.
 
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  Hertz  
Enjoy AICPA member discounts of up to 20 percent off, plus additional special offers. Use CDP # 12353. Click here for details.
 
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  Well 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.
 
 
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Join the AICPA PFP Section Members Group on LinkedIn!
Get in on the conversation and network with your peers.
Join Group:
Sponsored Links
   
Leverage the New Tax Laws
How to help your clients maximize this opportunity.
Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips, and Tactics.
Robust CD-ROM with 150+ page PDF book, 1.75 hour audio plus presentations to educate your clients.
CPA News to Know
   
FASB Launches New Taxonomy Online Review and Comment System
PFS Exam Registration Deadline Coming Up
CFOs Report on Third-Quarter Hiring Plans: Nine in 10 Executives Confident About Business Growth
Video
How to Advise Clients With Chronic Illnesses.
Martin Shenkman, Esq., CPA/PFS outlines how financial planners can help clients with chronic illnesses, from reviewing insurance coverage and benefit opportunities to evaluating investment allocation.  
WATCH HERE:
   
How to Advise Clients With Chronic Illnesses
Martin Shenkman, Esq., CPA/PFS outlines how financial planners can help clients with chronic illnesses, from reviewing insurance coverage and benefit opportunities to evaluating investment allocation.
TWITTER TICKER: Can a Reverse Mortgage Solve an Older Client’s Debt Problem? ow.ly/5gHw3
What You Can Learn From Pres. John Adams' & Georgia O’Keefe’s Mismanaged Charities ow.ly/4YtHF
 
 
         
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