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July 23, 2009 — In This Newsletter:

What You Can Learn From Michael Jackson
by Neal Frankle, CFP
A very important lesson on estate planning.


What to Do With the Family Business
by Lewis Schiff
Are the kids really ready to take over? Sometimes, an outright sale to a third party does more for the client’s best interests.

Tips on Dividing IRAs in a Divorce
by Tracy Stewart, CPA, PFS
Although dividing an IRA in a divorce may seem like a simple task, there are some important nuances to keep in mind.

Lessons From the Financial Crisis
by Jean-Luc Bourdon, CPA, PFS
How has the financial crisis changed financial planning and estate planning? And how can we adapt to it?

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Sponsored by:

Charting a Course: Estate Planning 2009-2011
by The Tax Adviser staff
This special report is published as a supplement to the July 2009 issue of The Tax Adviser. It looks at the status of estate, gift and generation-skipping transfer taxes over the next few years.

SEC Proposed Changes Could Create Demand for CPA Firms From Financial Advisors
Sponsored by Orion Advisor Services, LLC
A proposed change to the 2003 Custody Rule would require annual surprise audits for nearly 10,000 investment advisors. How should CPA firms prepare?

Roth IRAs Provide Valuable Tool to Estate Planners
Sponsored by Equity Trust Company
How financial planners can save their clients and their clients' heirs tens or even hundreds of thousands of dollars in taxes over their lifetime.

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Write a Product Review and You Could Receive an
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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
  Sponsored Links
Increasing Demand for CPAs
SEC rule change would require audits for nearly 10,000 Investment Advisors.
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  AICPA Conferences
AICPA National Tax Conference
10/26 – 10/27
, Washington, DC
Sophisticated Tax Planning for Your Wealthy Clients
11/16 – 11/17
, New York, NY
AICPA Advanced Personal Financial Planning Conference
1/17/2010 – 1/20/2010
, Orlando, FL
See Full Conferences Calendar
  AICPA Webcasts
7/29 - Pricing Your Advisory Work and Engagement Tips
9/2 - How to Facilitate Client Meetings: Techniques and Processes
9/17 - SEC Quarterly Update Webcast Series — 3Q2009


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