About Newsletter     Advertise     About CPA2Biz     Join AICPA     Join PFS     

May 21, 2009 — In This Newsletter:

Has Your Web site Entangled You in Compliance Problems?
by Les Abromovitz
Here’s how to get disentangled.


Compliance Tests
by Dale Vlasek/Journal of Accountancy
An employee benefits attorney explains in plain language nondiscrimination tests for employee retirement plans.

Financial Planning Using a Client's Form 1040
by Michael Schulman/The Tax Adviser
How CPAs can use the basic Form 1040 and the associated Schedule A, Itemized Deductions, to begin the financial planning process.

Back to Top


Want More Than 100 Percent ROI?
by Neal Frankle, CFP
Try this charitable-giving idea.

Back to Top


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.

Kess on 2009 Tax Legislation: Economic Stimulus Act
AICPA and CCH have joined forces with top tax expert Sid Kess for a straightforward yet comprehensive look at the new legislation in this new self-study course. Earn up to eight CPE credits.

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

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.

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

Back to Top


  Best Sellers
Sid Kess' Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Insuring Your Client's Future
Express Wealth Planner™
CPA's Guide to Long-Term Care Planning
The CPA's Guide to Retirement Plans for Small Businesses, Second Edition
  Sponsored Links
Streamline Your Due-Diligence Process
GuideStar Charity Check — 100 percent compliant with PPA of 2006.
PFP/PFS Networking Groups
Connect. Collaborate. Succeed. Join us on LinkedIn!
Advanced Estate Planning Conference
New administration. New tax laws. Learn from the best! July 20-22, San Diego, CA.
  AICPA Conferences
AICPA TECH+ Conference
6/14 - 6/17
, Las Vegas, NV
AICPA Advanced Estate Planning Conference
7/20 – 7/22
, San Diego, CA
Sophisticated Tax Planning for Your Wealthy Clients
11/16 – 11/17
, New York, NY
See Full Conferences Calendar
  AICPA Webcasts
6/2 - IFRS Quarterly Webcast Series — Second Quarter 2009
6/4 - Malpractice Risks: Navigating the New Frontier
6/16 - Positioning Your Fees Against the Value of Your Advisory Work


Receive special savings and offers at
participating hotels with the new
Starwood Select Program
for AICPA Members!
Click here for details.

Now thru 5/31 Members can save up
to 39 percent off select Notebooks
from Lenovo and receive Free
Shipping on all web orders!
Click here for details.

Receive a free cost analysis and
see how much your practice can
save. Enroll today and receive
a $250 signing bonus!
Click here for details.

View More AICPA Member Elite Values



View Newsletter on the Web

Email: Wealth_Insider_subscribe@email.cpa2biz.com

Email: Wealth_Insider_remove@email.cpa2biz.com

To change your email address:
AICPA members:
Click here

Email: Service@cpa2biz.com

Sign Up for FREE Newsletter

CPA Insider

Career Insider

Corporate Finance Insider

Corporate Taxation Insider

Tax Insider

For questions about prior orders, membership or related issues, please email service@aicpa.org or call 888-777-7077
Publication of an advertisement in Wealth Management Insider does not constitute an endorsement of the product or service by Wealth Management Insider,

CPA2Biz, 100 Broadway, 6th Floor, New York, NY 10005
© 2009 CPA2Biz Inc. All Rights Reserved