Please add to your Address Book. View email as a web page.
September 22, 2011
Wealth Management Insider
  IN THIS ISSUE:   > Practice Management    > Elder Planning    > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
AICPA National Healthcare Industry Conference.
November 17-18, 2011 in Baltimore, MD.
Save with early bird by Oct 3:
Practice Management
Advising Same-Sex Marriage Couples?
by Patricia Annino, JD, LLM
Estate planning pitfalls and opportunities revealed.
Irrevocable Life Insurance Trusts
by Peter Katt, CFP, LIC
An analysis of Schwab v. Commissioner.
Divorce: The Accountant As Financial Expert (Publication)
2010 Health Care Reform Act: Critical Tax and Insurance Ramifications for You, Your Business and Your Clients (CPE)
Life Insurance: How to Use It to Your Clients' Advantage (Publication)
Back to Top 
CPA ElderCare - PrimePlus: 
A Practitioner's Resource Guide - Third Edition.
Elder Planning
Home Healthcare for Mom & Dad: Do Your Homework
by Tracy Stewart, CPA, PFS
Focus on using what your clients have to help them get what they want out of life, though it may involve thinking outside of the boxes and stars.
by Michael Schulman, CPA, PFS
Why it's not just about nursing homes.
Estate Planning Essentials: Tax Relief for Your Clients' Estates (CPE)
Advanced Estate Planning: Practical Strategies for Your Clients (CPE)
Adviser's Guide to Counseling Aging Clients and Their Families (Publication)
Back to Top 
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.
Didn't find what you were looking for? Visit the AICPA Store
Back to Top 
AICPA Member Discount Program
Take advantage of historically low mortgage rates and receive a $200 gift card when you close your purchase or refinance loan. Click here for details.
Save up to 40 percent on office supplies, copy & printing services, technology, and furniture. Click here for details.
Save 25 percent off the market price of all consumer and select business PCs over $599 now through 9/30/11. Offer available by phone only. Click here for details.
Back to Top 
Life Insurance: How to Use It to Your Clients' Advantage.
Designed to guide CPAs through some of the most important aspects of life insurance, with the goal of helping you better serve your clients.
Click here for your copy:
Sponsored Links
Missed the Last Tax Insider?
Are You Still Reeling From Irene? | New Definition of 'Small' Business and Possible Relevance | Register for FREE issues >
AICPA Advanced Estate Planning Conference.
July 23-25, 2012 in Las Vegas, NV.
Focus on today’s challenges in an intensive three days!
Big savings with super early bird special:
CPA News to Know
Caught in Fundraising Squeeze, Nonprofit Boards Need to Prove Their Mettle to Win Donations
New Law Removes Barriers for Taxpayers
Financial Planning Coalition to Congress: Put Investors and Small Businesses First
  More News
Sid Kess Divulges the Implications of the New Estate Tax and Why CPAs Need to Talk With Their Clients Today.
Sid Kess Divulges the Implications of the New Estate Tax and Why CPAs Need to Talk With Their Clients Today
If Henry VIII Had Portability ... which spouse would come first?
Silent Safety: Best Practices for Protecting the Affluent
The importance of choosing a healthcare proxy
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.