About Newsletter     Advertise      About CPA2Biz     Join AICPA    Join PFS

 August 21, 2008 — In This Newsletter:


Long-Term Care Insurance and Tax Planning
by Daniel Finn/Journal of Accountancy
Are you armed with the best tax strategies.

Advising Your Newly Divorced Client
by Neal Frankle, CFP
Learn the crucial first step for this difficult life stage.

Report: Pensions Plunge by $170 Billion
by Alan Rappeport/CFO Magazine
A rough year is erasing gains from the last five and may force companies to spend more on their plans.

Back to Top


Tax Planning for Elderly Clients
by Ezra Huber/The Tax Adviser
With the percentage of the population over age 65 growing rapidly, tax practitioners need to be aware of the tax benefits available to elderly clients.

Handling Concentrated Wealth
Sponsored by Rochdale Investment Management
How can you help clients with concentrated positions reconcile logic with emotions while managing taxes and risk?

Investment Management: Practice Management Implications
Sponsored by H.D. Vest Financial Services®
Advice to help you determine the best investment management approach for you and your clients.

2008 Study of Real Real Returns
Sponsored by Thornburg Investment Management
Learn how to analyze your investments for their real value after inflation, fees and taxes.

The Relationship Between Time and Money
Sponsored by Noble Royalties Inc.
Though often prudent and far-sighted, even deferred gratification calls for situational analysis. In fact, treating it as a one-size-fits-all financial strategy actually contradicts good financial sense.

Back to Top

Tax, Healthcare and Asset Protection for Aging Clients
Leverage basic tax and financial knowledge into a wide range of custom, value-added services. Earn nine CPE credits.

Critical Tax Issues for Increasing Wealth
Turn your older, wealthier and self-employed tax clients into profitable financial planning clients — and earn 16 CPE credits.

Innovative Tax Planning for Individuals and Sole Proprietors
Increase client wealth by focusing on tax-saving angles and exploring investment opportunities. Earn 15 CPE credits.

Retirement Distribution Rules: What the Practitioner Must Know
Gain an overview of benefit planning distribution issues and avoid common errors. Over 70 examples provide insight on practical application. Earn nine 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
The Adviser’s Guide to the Revised Trust Accounting Rules

CPA’s Guide to Long-Term Care Planning

The CPA’s Guide to Retirement Plans for Small Businesses, 2nd Edition
  Sponsored Links

Maximizing Value of Your Energy Assets   
The role that royalties can play in your portfolio.

Learn How CPAs Developed Successful Financial Planning Practices!
Request your free white paper from Rochdale.

Investment Management: Practice Management Implications
From H.D. Vest Financial Services®.

Thornburg's Economic Study of Real Real Returns
How investments are impacted by inflation, fees and taxes.

  AICPA Conferences

Sophisticated Tax Planning for Your Wealthy Clients
11/10 - 11/11
, New York, NY

Employee Benefit Plans
12/11 - 12/12
, Washington, DC
AICPA Advanced Personal Financial Planning Conference
1/18/2009 - 1/21/2009
, San Diego, CA
  See Full Conferences Calendar
  AICPA Webcasts
8/26 - How to Make Your Firm Attractive for Succession, Merger or Acquisition
8/27 - IT General Controls for Financial Auditors
9/17 - SEC Quarterly Update Webcast Series – 3Q2008

Substantial savings off retail pricing on appliances and other products from the most popular brands in the appliance industry.
Click here for details.

Earn double Starpoints! Starwood Preferred Guests® is offering double Starpoints for eligible stays thru 9/28. Register today!
Click here for details.


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

Send Questions/Comments

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, CPA 2Biz, Inc. or the AICPA. LEGAL NOTICES

CPA2Biz, 100 Broadway, 6th Floor, New York, NY 10005
© 2008 CPA2Biz Inc. All Rights Reserved