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December 20, 2012
Wealth Management Insider
  IN THIS ISSUE:   > Columns   > Columns   > News   > CPA News to Know   > Video   Feedback Contact Us  
Six key components of financial plans for the chronically ill
By James Sullivan, CPA/PFS
While part of any good financial plan, these best practices take on a special urgency for ill or cognitively impaired clients, their families, and their caregivers.
Elder care—yes or no?
By Ralph E. Rolfe, CPA/PFS
Advising an aging clientele requires unique skills and knowledge.
AICPA Advanced Personal Financial Planning Conference
The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning
Unlocking the Mystery of Healthcare Planning for Retirement
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AICPA Help Your Clients Prepare for 2013
No Bah! Humbug: Year-end reasons to give to charity
By Patricia M. Annino, Esq.
Charitable milestones to inspire you.
Family business
By Martin K. Green Jr.
Keeping relatives talking to each other is an often overlooked role for advisers.
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Individual tax update
A large number of developments affecting individual taxation have occurred in the past few months. This article covers court cases, regulations, and IRS guidance practitioners should know about as tax season approaches.
A look at the first-time penalty abatement
In 2001, the IRS created a first-time penalty abatement waiver, available to taxpayers with a clean compliance history; however, many taxpayers (and practitioners) are unaware of this program. This article spells out the criteria for qualifying and steps to take to request a first-time penalty abatement.
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New In The Store
  PFS Exam Review 2012 On-Demand
In six segments, the Exam Review On-Demand will help you understand the technical foundation of the Personal Financial Planning discipline and prepare you for the PFS examination.
  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 helps them thrive at any stage of life.
  Three Preconference Classes for the AICPA Advanced Personal Financial Planning Conference, January 19-20, 2013

Didn't find what you were looking for? Visit the AICPA Store
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AICPA Member Discount Program
AICPA members save over $600 on the new Ultrabook HP Elitebook Folio 9470m—now $999. Offer valid through 1/31/2013. Click here for details.
  Office Depot  
Get ready for tax season with over 20% savings on Office Depot copy paper through 1/31/2013. Item # 273646 now $33.25/case. Click here for details.
Save on shipping this tax season. AICPA members save up to 29% on select FedEx® shipping services. Click here for details.
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Fidelity Charitable
CPA News to Know
1 Standard mileage rates rise a penny
1 Tax and fiscal cliff resources
1 IRS releases updates on adequate disclosure of return positions
1 New ITIN procedures issued for 2013 filing season
1 IRS issues proposed regs. on 3.8% net investment income tax
AICPA Join the Home of CPA Financial Planners
Financial planning for the remainder of 2012
The current uncertainty presents financial planning opportunities before year end.

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