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October 22, 2009 — In This Newsletter:

Selling Wisdom in the Age of Information
by Lewis Schiff
How to differentiate your practice during difficult market conditions.

     Their causes. Your help. You've helped your clients grow their wealth. Now help them give some back. Fidelity Charitable Services. Learn more.

Private Life Estates
by Martin Shenkman, CPA, PFS
What every CPA must know.

Uncovering Hidden Assets in Valuations
by Igor Zey, CLU/ChFC
Life insurance is an asset class. Should you be the one to put it on your client's balance sheet?

Whole Life Insurance
by Donald Grimes
Why wealth managers should take another look.

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     Set yourself apart. Establish your credibility. Apply for the Personal Financial Specialist Credential. Get started: register for the PFS Exam today!

Boost Retirement Incomes by 23 Percent
by Neal Frankle, CFP
How you can help your clients.

Seven Things You Must Know About Investing in Real Estate With an IRA
Sponsored by Equity Trust Company
Historically, real estate has been a stable investment vehicle providing both income and appreciation. One great tool available to real estate investors is government-sponsored retirement plans, such as IRAs and 401(k)s.

Should You Become a Personal Financial Specialist?
by Daniel Snyder
One PFS thinks so. Here's why. Plus updated information on the 2009 PFS Exam and Case Study program.

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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.
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2009 Corporate Tax Returns Videocourse
This bestselling Sid Kess CPE videocourse will be available November 9 with updates on major developments affecting 1120 and 1120S return preparation for 2009 and useful tax-planning strategies.

Advanced Income Tax Accounting — Including Practical Application Exercises
Conquer growing tax complexity with this course. It provides the basis to apply FASB ASC 740 (formerly FAS No. 109 and FIN 48) to most real-life situations, and also includes practical exercises illustrating the theory.

AICPA's 2009 Corporate Tax Review and Update: Real World Applications!
See how to apply the latest changes when preparing federal business income tax returns. Earn 13 CPE credits.

The 2010 Cumulative Tax Guide
In handy download format, you can access the past 12 months' worth of new and updated tax laws. You can also navigate over 600 pages with easy-to-use indexed and hyperlinked explanations and analyses allowing you to zero in on the information that you need.

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

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Making the IRA Worth Inheriting: Myths, Realities, Deadlines. Free Exclusive Webinar for Professional Network Members. Wednesday, December 2 at 2pm ET. From Equity Trust Company.

  Best Sellers
Tips and Traps for Dealing With the IRS: From Start to Finish
Estate and Related Planning During Economic Turmoil
Adviser's Guide to Counseling Aging Clients and Their Families
— Fully Revised and Updated
AICPA's Annual Federal Tax Update (2009 Edition)
  Sponsored Links
J.K. Lasser's 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. On-demand format -- click here to download your copy now.
You've Helped Your Clients Manage Their Wealth. Now Help Them Give Something Back
Learn more.
'Making the IRA Worth Inheriting: Myths, Realities, Deadlines'
Free exclusive webinar for professional network members.
  AICPA Conferences
AICPA National Real Estate Conference
11/9 – 11/10
, New Orleans, LA
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
10/27 - Get Results: Better Marketing, More Effective Networking
10/28 - Leveraging Forensic Data Analysis Techniques
11/9 - The Influence of Technology in the Fraud and Forensics Arena
See Full Web Events Calendar


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