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August 20, 2009 — In This Newsletter:

To TOD or NOT to TOD?
by Reina Schlager, CPA, PFS
While Revocable Trusts or TOD/POD registrations can avoid probate, each has special issues. Having the financial advisor and client's attorney work together can provide clients with their best protection in life and at death.


How High-Net-Worth Clients Can Take Advantage of a Down Economy
by Lewis Schiff
When the markets sink, clients can reduce taxes when transferring assets to their children.

The Long Arm of Community Property Laws
by Michael Stevens/The Tax Adviser
In nine states, community property laws govern the interests of spouses in income and property they acquire or earn during marriage and affect the federal tax treatment of those individuals during and after marriage.

Should You Help Your Clients Motivate Their Children?
by Neal Frankle, CFP
Do your clients have children who need to get fired up before they get to work on improving their financial situation? Are your clients paying the price?

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Taking Advantage of the RMD Holiday for IRAs
by Alistair Nevius/Journal of Accountancy
The required minimum distribution (RMD) holiday creates a unique opportunity for unusual tax planning. Practitioners should make sure clients take advantage of it before the waiver expires at the end of 2009.

The Essentials of Self-directing Retirement Accounts
Sponsored by Equity Trust Company
Since the IRA was created in 1974, investing in real estate, oil/gas, notes, private placements and other assets has been allowed as long as IRS guidelines are followed. What you need to know.

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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.

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.

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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Grow you business and your client's accounts by investing IRAs in alternative assets. Join our FREE professional network to get started!

  Best Sellers
Critical Tax Issues and Money Management Ideas for Your Growing, Middle Income Clients
CPA's Guide to Long-Term Care Planning
Express Wealth Planner™
The CPA's Guide to Retirement Plans for Small Businesses, Second Edition
  Sponsored Links
"2010 Roth IRA Conversion Strategies" Robert Keebler, CPA
Free exclusive webinar for professional network members.
  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
8/26 - Financial Executive's Perspective on Managing Information Technology Costs
9/2 - How to Facilitate Client Meetings: Techniques and Processes
9/17 - SEC Quarterly Update Webcast Series — 3Q2009



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