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June 21, 2012
Wealth Management Insider
  IN THIS ISSUE:   > Succession Planning   > Estate and Retirement Planning   > CPA News to Know   > Video   Feedback Contact Us  
Succession Planning
Succession planning...why bother?
By Gerald A. Townsend, CPA/PFS/ABV
If you enjoy what you do and plan on continuing to work well into your golden years, is succession planning really necessary?
Eight tips for succession planning
By Michael J. Fitzgerald, CPA/PFS
Creating a plan and sticking to it can help preserve your practice.
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Join the home of CPA financial planners
Estate and Retirement Planning
You are challenging my will
By Patricia M. Annino, J.D.
But wait...I'm not dead yet! A primer on pre-death challenges.
Key planning considerations for cash flow in retirement
By Jimmy J. Williams, CPA/PFS, CFP/The Tax Adviser
How to address retirees' cash flow risks.
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New In The Store
  Investment Companies Industry—Emerging Issues
Register now for a live webinar, "Investment Companies Industry—Emerging Issues," to be hosted June 26 by select members of the AICPA's Investment Companies Expert Panel. The webinar will delve into several current accounting, reporting, and auditing and attest topics affecting investment companies, investment managers, and their auditors.
  Unlocking the Mystery of Healthcare Planning for Retirement
Modern medicine has extended life expectancy, but the added years often come at a high cost—and most of these costs are not covered by Medicare. Advisers must understand what Medicare can and cannot do. This guide gives you the information you need to help your clients make the health care decisions that will directly impact their retirement planning.
Didn't find what you were looking for? Visit the AICPA Store
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AICPA Member Discount Program
Take advantage of special savings on a Dell All-in-One touch screen PC & printer bundle-now $1,129.98. Click here for details.
AICPA Members save up to 29% on select FedEx® shipping services. Click here for details.
Take advantage of special AICPA Member savings on the HP ProBook 4535s Notebook PC-now only $850. Offer valid through 7/31/12. Click here for details.
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Download the Journal of Accountancy News App for iPad
CPA News to Know
1 IRS issues rules on portability election
1 Eleventh Circuit says PTIN user fees are valid
1 First Circuit strikes down Defense of Marriage Act but stays tax remedies
1 Guidance issued on new $2,500 FSA limit
1 Americans and their families need simpler tax laws, AICPA tells Congress
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