Please add to your Address Book. View email as a web page.
November 15, 2012
Wealth Management Insider
  IN THIS ISSUE:   > Columns   > News   > CPA News to Know   > Video   Feedback Contact Us  
Understanding the systems perspective when running a family business
By Patricia M. Annino, J.D.
Help clients achieve family harmony so that the needs of the business can be addressed rationally and productively.
A taxing situation: Tax strategy and family business succession planning
By Jim Fitts and John Weeks/Tax Insider
The time for family business owners to act is now.
The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning
The Adviser's Guide to S Corporations: Tax Compliance and Planning Strategies
Back to Top   
Facing the tax cliff
A surprising number of tax changes loom as year end approaches.
What happens when a lame duck meets a fiscal cliff?
10 (tongue in cheek) predictions
Sandy's sobering reminder: Prepare for the worst
The plight of business owners affected by Hurricane Sandy serves as a reminder to prepare for the worst in business.
Back to Top   
New In The Store
  Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors
Published in honor of the AICPA's 125th Anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of advice offered by CPAs gives your clients the information and tools they need to make managing their money less daunting and help them thrive at any stage of life.
  AICPA Sophisticated Planning & Drafting for IRA Qualified Plan Distributions Workshop and the Advanced Personal Financial Planning Conference
January 19-23, 2013-Las Vegas. A two-day seminar for lawyers, CPAs, and financial advisers. Robert Keebler, CPA, MST, AEP, presents what you need to know about Sophisticated Planning and Drafting for IRA and Qualified Plan Distributions, including how to plan with a $5 million exemption.
  Guide to Developing and Managing a CPA Personal Financial Planning Practice
Interested in adding or expanding personal financial planning (PFP) services in your practice? This guide walks you through the issues to consider: regulatory considerations, developing procedures, marketing your services, managing risk, and more. Includes a sample business plan, illustrative engagement letters, and client questionnaires.
Didn't find what you were looking for? Visit the AICPA Store
Back to Top    
AICPA Member Discount Program
Save 21% on the ThinkPad L430 and L530 with eCoupon code USXAICPAL. Offer valid now through 11/30/12. Click here for details.
Double your AICPA member discount in November and December. Save 20% on incorporations, DBAs, Foreign Qualifications, and more. Click here for details.
Save over $500 on the HP Z220 Workstation, now only $999. Offer valid through 12/31/2012. Click here for details.
Back to Top    
Non-cash asset donations may be a more tax-advantaged way for your clients to give. Learn more.
Windows 8 - Jump or not? Webcast with CPE
CPA News to Know
1 CPA representation grows in Congress
1 IRS extends deadlines, provides relief for Hurricane Sandy victims
1 FATCA prop. regs. amended to extend various deadlines
1 S.C. taxpayers' Social Security numbers, credit cards hacked
1 IRS announces inflation adjustments for 2013
Interactive Tax Checklists
This tutorial provides you with a step-by-step guide on how to navigate through the new AICPA Interactive Tax Checklists.

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 more than 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 more than 70,000 corporate taxation professionals.

Delivers tax news, expert commentary, recommended products and professional development resources to more than 45,000 tax and financial planning professionals.

Clues in more than 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 email and newsletter preferences or to change your email address 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
© 2012 AICPA Inc. All Rights Reserved.

Wealth Management Insider
Contact the editor Contact Us

Corporate Information
About CPA2Biz | Join AICPA
Click here to Unsubscribe from Wealth Management Insider.