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June 18, 2009 — In This Newsletter:

When It Comes to Philanthropy, Is Your Client a Dynast?
by Lewis Schiff
Affluent dynast households pay particular attention to engaging children in charitable acts, but their preferred recipients may be surprising.


Strategic Needs of Your Charity-Minded Clients
by James Sullivan, CPA, PFS
Here's how you can lend an ear and help them.

Is Your Firm in Good Hands?
by Dominic Cingoranelli, CPA
Best practice tips on succession planning.

Charitable Gift Annuities: A Primer
by Conrad Teitell and Elisa Shevlin Rizzo
In this challenging economic climate, charitable gift annuities make financial and social sense for donors and charities alike. An overview of the oldest form of planned gift.

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To Convert or Not to Convert
by Neal Frankle, CFP
Many people debate the virtues of converting to a Roth now. Should your clients convert to a Roth IRA now?

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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.

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.

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

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  Best Sellers
Express Wealth Planner™
The CPA's Guide to Retirement Plans for Small Businesses, Second Edition
CPA's Guide to Long-Term Care Planning
Sid Kess' Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Insuring Your Client's Future
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Advising Clients in Tough Times
Includes information on the American Recovery and Reinvestment Act of 2009!
Contributions, rollovers, distributions and more.
  AICPA Conferences
AICPA Advanced Estate Planning Conference
7/20 7/22
, San Diego, CA
AICPA National Tax Conference
, Washington, DC
Sophisticated Tax Planning for Your Wealthy Clients
11/16 11/17
, New York, NY
See Full Conferences Calendar
  AICPA Webcasts
6/24 - Cloud Computing — An Executive's Primer
6/30 - The New Form 990
7/16 - Developing Discount and Capitalization Rates in Today's Economic Environment


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