Philanthropic Philosophy Is Changing
by Jean-Luc Bourdon, CPA/PFS
As a CPA wealth manager, you’re uniquely positioned to assist your clients with business analysis and altruistic goal fulfillment.

Also see sponsors Rochdale and HD Vest.

Making the Team Approach to Wealth Management Work
by Lewis Schiff
Why interpersonal traits are central to the effectiveness of collaborative teams.

Tax Practice Corner
by Mary Recor/Journal of Accountancy
When “Happily Ever After” ends — get it in writing.

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The Trust As Designated Beneficiary, Conduit Trust and Accumulation Trust
by Joseph Welch, JD
Qualification requirements divulged.

The Family Business As an S Corporation
Sponsored by BNA Software
Besides helping with family succession planning, S corporations can offer certain estate and income tax advantages for your client. This article takes a closer look.

Protecting Clients During Volatile Markets
Sponsored by Rochdale Investment Management
A traditional buy-and-hold approach can inadvertently jeopardize clients’ wealth, since the rules of engagement have changed.

After Tax Season Opportunities
Sponsored by H.D. Vest Financial Services®
Open the door to potential investment opportunities by asking three questions. Read on.

Recent Bond Market Volatility
Sponsored by Thornburg Investment Management
Portfolio Manager George Strickland explains.

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 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 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 16 CPE credits.

Financial and Tax Planning for High-Income Clients

Express Wealth Planner™

Retirement Distribution
Practice Aids

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