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 April 17, 2008 — In This Newsletter:


Middle-Class Millionaire Advisors and ‘Aspiring’ Advisors
by Lewis Schiff and Russ Alan Prince
"Millionaire Intelligence" among investment advisors.

Current Estate Tax Regime and the Need for Reform
by Maggie Rauh, CPA/PFS
Joint Committee on Taxation considers repeal of estate tax code. Key results revealed.

Charles Schwab's Joseph Martinetto
by Lori Calabro/CFO Magazine
Winding up his first year on the job, the brokerage's CFO tells how a strong client focus helped insulate it from subprime heartache.

Impact of the Supreme Court’s Knight Decision on Investment Advisers
by Charles Schultz/The Tax Adviser
Why it’s now prudent to unbundle trustee administration fees (still fully deductible) from investment advisory fees.

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Inherited or Stretch IRAs
by Neal Frankle, CFP
Why this is the smartest move your high-net-worth clients can make today.

Smart Giving
Sponsored by Fidelity Charitable Services®
Maximizing your charitable dollars through donations of appreciated stocks and mutual funds.

Multigenerational Trust Planning With Qualified Retirement Plans
by Joseph Welch, JD
The math that drives the stretch.

Market Volatility Concerns? Read On
Sponsored by H.D. Vest Financial Services®
If you or your clients are concerned about market volatility, it’s time to touch base.

The Laddered Bond Portfolio
Sponsored by Thornburg Investment Management
Learn how laddering works in all interest rate environments.

The Relationship Between Time and Money
Sponsored by Noble Royalties Inc.
Though often prudent and far-sighted, even deferred gratification calls for situational analysis. In fact, treating it as a one-size-fits-all financial strategy actually contradicts good financial sense.

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Sid Kess’ Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Insuring Your Client’s Future
Find the best strategies for reducing taxes and building, conserving and passing wealth to the next generation while at the same time avoiding abusive strategies. Earn up to 4 CPE credits.

The CPA’s Guide to Retirement Plans for Small Businesses,
2nd Edition

This new edition of Gary Lesser’s popular guide provides latest approaches and techniques. Add on Plan Illustration Software for quick results.

Tax, Healthcare and Asset Protection for Aging Clients
Find strategies for transferring assets in order to protect them, and guidance on income, gift, estate and trust tax issues. Earn up to 9
CPE credits.

Best High-Powered Tax Planning Strategies for Increasing Wealth
With fully coordinated planning techniques, you can increase your client's cash flow and protect his or her assets while reducing income and estate taxes. Earn up to 16 CPE credits.

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

Financial and Tax Planning for High-Income Clients

Express Wealth Planner™

Retirement Distribution
Practice Aids

The Adviser’s Guide to the Revised Trust Accounting Rules
  Sponsored Links

Maximizing Value of Your Energy Assets   
The role that royalties can play in your portfolio.

Get Ahead of the Next Big Thing in Financial Planning
We can help you. Fidelity Charitable Services®.

Market Volatility Concerns? Read On
From H.D. Vest Financial Services®.

Thornburg Bond Funds
Seek to manage risk and capture compelling returns through laddering.

  AICPA Conferences

AICPA/AAML National Conference on Divorce
5/8 - 5/9
, Las Vegas, NV

Tax Strategies for the High-Income Individual
5/8 - 5/9
, Las Vegas, NV

Employee Benefit Plans
5/13 - 5/15
, Las Vegas, NV
  See Full Conferences Calendar
  AICPA Webcasts
4/23 - Employee Benefit Plans Strategic Briefing — 2008/2009

4/30 - Benefits to Implementing Automated Controls

5/1 - 2008 Taxation of Stock Options and Restricted Stock

Exclusive Beach, Bed & Breakfast Offer at The Westin Aruba Resort for AICPA Members
Click here for details.


Super Spring Savings! Extra 10% off select ThinkPad notebooks (use eCoupon code USXSAVE4SPRING)
Click here for details.


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