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October 21, 2010
Wealth Management Insider
  IN THIS ISSUE:   > Practice Management  > Estate Planning  > Employee Benefits  > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
GuideStar Compensation Report.  10th edition. 
The most comprehensive analysis.
Available now!
Practice Management
Eight Trends in Affluent-Client Communications
by Lewis Schiff
For advisors working with affluent clients, stronger communication channels boost productivity, satisfaction and profitability.
Show Your Estate, Tax & Retirement Expertise With the PFS Credential!
Prepare for the November/December 2010 PFS Exam with a 32.5 hour CPE self-study course covering estate, retirement, tax, investment, and insurance planning.  Discounts are available. Order at CPA2Biz website. For more information, go to
Three Critical Client Strategies to Execute Over the Next 60 Days
Sponsored by Equity Trust
Completing Roth conversions, gifting assets and reviewing estate plans are three key strategies advisors should consider for clients before the tax advantages diminish at year-end.
Life Cycle Planning for the CPA Practice: Practical Strategies and Forms (Publication)
Securing the Future: Building a Succession Plan for Your Firm (Publication)
AICPA Conference on Tax Strategies for the High-Income Individual
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Their causes. Your help.
Effectively offset the tax cost of a Roth IRA conversion with charitable giving.
Fidelity Charitable Gift Fund.
Learn more:
Estate Planning
Estate Planning Before January 1, 2011
by Lisa Featherngill, CPA, PFS
With all of the uncertainty swirling around estate planning, your clients will benefit by focusing on things that ARE certain.
Decedent Did Not Retain Possession and Enjoyment of Entire Property
by James Beaver/The Tax Adviser
The Second Circuit held that the Tax Court clearly erred in finding that the terms of an implied agreement between a decedent and her son.
Adviser's Guide to Retirement Plans for Small Businesses (Publication)
Fundamentals of Estate Planning (CPE Self-Study)
Employee Benefits
Return of Premium Term Insurance
by Igor Zey, MSFS, CFP
Why it may be a good thing for your clients.
The Adviser's Guide to Health Savings Accounts New Edition (Publication)
Fundamentals of Insurance Planning (CPE Self-Study)
New In The Store
  Rebirth of Roth
Get up to speed with current Roth investment regulations and investment strategies.
Life Insurance: How to Use It to Your Clients' Advantage
Interactive training CD are designed to guide you through the maze of life insurance options and opportunities, so that you can achieve your clients' overall financial goals.
2010 Individual Tax Returns Videocourse (CPE)
Reinforce your understanding of frequently used principles and receive a wealth of tax planning tips and strategies.
Didn't find what you were looking for? Visit the AICPA Store
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Equity Trust Estate Planning Webinar: 
“Tax-Saving Opportunities Expiring in 2010 and What’s Beyond.”
With Mike Jones, CPA.
Register here:
CPA News to Know
AICPA Submits Comment Letter to SEC on IFRS Work Plan
IRS Commissioner Douglas H. Shulman to Address AICPA National Tax Conference
AICPA Urges Extension for Deadline to File Pension Plan Forms 55005500-SF
Show your Estate, Tax & Retirement Expertise with the PFS Credential!
Prepare for the November/December 2010 PFS Exam.
Discounts available at
Click here:
Sponsored Links
The Only Large-Scale Nonprofit Compensation Analysis Based Entirely On IRS Data
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Estate Planning Webinar: Tax-Saving Opportunities Expiring in 2010 and What’s Beyond With Mike Jones, CPA
Make an Impact
How CPAs can improve financial literacy among their clients and beyond.
$91,463 Free Money Hiding in Your Taxes. What’s in Your Wallet?
The 12 Priorities of Top Performers
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