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February 19, 2009 — In This Newsletter:

Managing Transitions During the Recession
by Susan Crites Price
Why your clients should anticipate change, create plans and policies before they need them and revisit earlier made plans regularly.


What Should Your Clients Do With Their 401(k) Now?
by Neal Frankle, CFP
It has never been more important for your clients to roll over their 401(k) plan, especially if they have separated from service.

'I've Done My Planning Already', Said the Prospect
by Lewis Schiff
Rather than shake hands and shift your attention to your next appointment, be encouraged by the prospect with a plan. Chances are you’ll discover the financial plan doesn’t work the way he thinks it does.

Be Careful Making Disclaimers Where Trusts Are Involved
by Justin Ransome/The Tax Adviser
New letter ruling highlights how tricky it can be to meet the fourth requirement for a qualified disclaimer when disclaimed property passes to a trust.

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The Case for Credentialing and the PFS Credential
by Erica Porter, CPA, PFS and Dan Snyder, MBA
Why you should become a Personal Financial Specialist (PFS) and how it can enhance your business during the recession.

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Write a Product Review and You Could Receive an
iPod™ Touch …

Review any publication or CPE course you have used. It’s easy.
Learn more.

Inherited IRAs — What the Practitioner Needs to Know
Know the common errors involving retirement distributions where a few missteps can wipe out a substantial portion of inherited IRA assets.

Estate Planning Essentials: Tax Relief for Your Clients' Estates
Explore the use of wills, trusts and life insurance as vehicles to reduce the estate tax. Advise clients on the most tax efficient way to structure their affairs to minimize the taxation on the transfer of their wealth to intended beneficiaries. Earn 12 CPE credits.

Critical Tax Issues and Money Management Ideas for Your Growing, Middle Income Clients
With totally integrated tax and financial planning strategies, help clients reeling from stock market downturns to plan ahead and build financial security. Earn 12 CPE credits.

Critical Tax Issues for Increasing Wealth
Turn your older, wealthier and self-employed tax clients into profitable financial planning clients — and earn 16 CPE credits.

Didn't find what you were looking for? Visit the AICPA Store.

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  AICPA Conferences
Tax Strategies for the
High-Income Individual

5/7 - 5/8
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AICPA National Conference on Employee Benefits Plans
5/18 - 5/20
, Orlando, FL
AICPA Advanced Estate Planning Conference
7/20 - 7/22
, San Diego, CA
See Full Conferences Calendar
  AICPA Webcasts
2/24 - Economic Crisis: Obsessing About Your Liquidity
3/31 - IFRS Quarterly Webcast Series — First Quarter 2009
4/1 - XBRL — Transforming Financial Reporting


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