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November 17, 2011
Wealth Management Insider
  IN THIS ISSUE:   > Estate Planning    > PFP Conference Exclusive   > Retirement    > CPA News to Know   > Sponsored Links      Feedback Contact Us  
Earn the only CPA-exclusive Financial Planning Credential today!
PFS Exam registration closes December 12, 2011.
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Estate Planning
Four Common Estate Planning Mistakes
by Patricia Annino, JD, LLM
And how to avoid them.
Business Continuation in Buy-Sell Planning
by Peter Katt, CFP, LIC
Two complicated scenarios revealed when younger shareholders are added to the mix.
Donating Complex Assets to Charity (PDF)
Sponsored by Fidelity Charitable
An effective and tax-efficient way to make more of a difference.
Advanced Estate Planning: Practical Strategies for Your Clients (CPE)
The Adviser's Guide to S Corps, C Corps, Partnerships, LLCs and Sole Proprietorships: Making the Right Choice (Publication)
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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:
Creating Trust As a Financial Adviser: Leveraging the PFS Credential
by Michelle Golden
How do you become worthy of trust to manage others' wealth? “Trusted adviser” is an oft-used tagline, but trust can’t be claimed. Learn how to earn it!
Bringing the Science of Investing Into the
21st Century
by Jerry Miccolis, CFA, CFP
The next generation of investment risk management is within our grasp.
PFP Services: Step-by-Step Plans for Success
PFS Exam Review Class
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Ignoring Tax Class Diversification
by Miguel Palma, CPA, PFS
Are you setting up future tax bombs for your clients?
Adviser’s Guide to Tax Planning Strategies for Retirement (Publication)
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New In The Store
  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
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AICPA Member Discount Program
Double your AICPA member discount in November and December. Save 20 percent on incorporations, DBAs, Foreign Qualifications and more. Click here for details.
Members receive Lenovo employee pricing on the entire Lenovo product line through 12/1/11. Plus, save an additional 10 percent off all consumer PCs and save on ThinkPad PCs through 11/30/11. Use eCoupon: USXNOVSAVINGS2011. Click here for details.
Save $50 on a weekly rental at the airport on an economy through full-size vehicle, or small SUV, now through 12/15/2011. Use PC# 162820. Click here for details.
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NEW — 2 Day Workshops at 2012 Advanced PFP Conference
Jan 15 – 16, 2012. Implementing PFP Services & PFS Exam Review Class.
AICPA Advanced PFP Conference 2012.
January 16-18, 2012 in Las Vegas, NV.
Don’t miss Jerry Miccolis on “State of the Art Porfolio Design” -- Session # 24.
Register now for early bird discount:
CPA News to Know
AICPA Launches New Online Learning Options for Busy CPAs
Small Business Health Insurance Tax Credit Not Seen As Incentive to Provide Employee Health Insurance
AICPA Will Testify at Congressional Hearing to Examine Small Business Health Insurance Tax Credit
Show Your Estate, Tax & Retirement Expertise With the PFS Credential! Prepare for the Winter 2011 PFS Exam With the New 21-hour CPE PFS Exam Review Class at the Advanced PFP Conference
  More News
AICPA Advanced PFP Conference 2012.
January 16-18, 2012 in Las Vegas, NV.
Don’t miss Michelle Golden on “Differentiating Yourself” -- Session # 5.
Register now for early bird discount:
Why Women's Retirement Planning Needs to Go Beyond a Longer Life Expectancy
Advising Same-Sex Marriage Couples? Estate planning pitfalls & opportunities
IRAs and 401(k) Plans -- strategies in a declining market
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