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December 16, 2010
Wealth Management Insider
  IN THIS ISSUE:   > Practice Management  > Charitable Giving   > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
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Practice Management
Divorcing Clients Need Their Trusted Advisor
by Tracy Stewart, CPA, PFS
Do you have tax clients who are divorcing? Are you prepared to continue serving both clients?
Financial Planning — An Orphan Looking for a Home
by Susan Tillery, CPA, PFS
Financial planning needs to be a “stand alone” discipline devoid of conflicts of interest and the moral dilemmas which accompany them.
Securing the Future: Building a Succession Plan for Your Firm (Publication)
AICPA Advanced Personal Financial Planning Conference
Quick Reference Guide to Divorce-Related Tax Matters (Publication)
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Securing the Future: Building a Succession Plan for Your Firm.
Two-book set with succession planning expert Bill Reeb.
Charitable Giving
Provisions in the Senate's Tax Cut Extension Bill
by Journal of Accountancy staff
IRC § 1367(a)(2) basis adjustment to stock of S corporations making contributions to charity is one of many expired and expiring temporary deductions that may also be extended through 2011 by the bill.
Gifting Wealth Before 2011 to ‘Give’ More of Your Tax Dollars
Sponsored by Equity Trust
Time's running out for clients to gift their wealth and "give" more with their dollars. Take advantage of the no-generation-skipping transfer tax and the lowest gift tax rate in history.
Fundamentals of Income Taxation (CPE)
The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors (Publication)
New In The Store
  Managing Your Tax Season
Significantly improve your tax season system with this hands-on guide filled with checklists, sample letters, and worksheets. Learn to make the most of your staff’s time and skills, and find out how to keep your clients happy while effectively managing workflow during the busiest time of your year.
Depreciation, Amortization, and Property Transfers: Issues and Strategies
This guide provides an in-depth analysis of the complex maze of rules addressing depreciation, amortization, and the sale of property, with an emphasis on identifying unique planning opportunities and pitfalls.
The Adviser's Guide to Healthcare Bundle
This three-book set is a comprehensive resource and reference guide for professionals seeking a working knowledge of the factors involved in consulting with and valuing healthcare practices.
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Equity Trust Company.
Three-part Roth IRA Conversion Webinar Series with Bob Keebler, CPA.
Facts, strategies and insights you need to know.
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Prospecting Within the Nonprofit Sector
Download GuideStar’s FREE white paper on new business development in 2011.
Roth Conversion Webinar Series
Only days left to convert and defer taxable income over 2011-2012.
Life Cycle Planning for the CPA Practice: Practical Strategies and Forms.
Addressing Life-Long Practice Issues …
Planning for the Sole Practitioner …
Buying, Selling, or Merging Your Firm … and more.
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CPA News to Know
AICPA Launches New Public Service Tax Website to Help Taxpayers Make Sense of Tax Laws And Rules
AICPA Tax VP Edward Karl Available to Discuss Tax-Cut Package Set for Senate Vote
Statement from Barry Melancon on Being Named Association Executive of the Year by Association TRENDS
By 2025, 25% of U.S. GDP Will Come From Healthcare.
Are you prepared?
By 2025, 25% of U.S. GDP Will Come From Healthcare
Are you prepared?
Retirement Planning for the Not Too Young, Not Too Old
A Baker's Dozen of Year End Planning Strategies for the Business Owner
2010: Setting the Stage for a New Tax Era
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