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November 19, 2009 — In This Newsletter:
     Their causes. Your help. You've helped your clients grow their wealth. Now help them give some back. Fidelity Charitable Services. Learn more:

Why Affluent Clients Should Consider Long-Term Care Insurance
by Lewis Schiff
They can afford to pay for nursing care out-of-pocket, but insurance protection offers estate planning and economic advantages.

Geriatric Care Managers and Superior Client Service
by James Sullivan, CPA, PFS
How geriatric care managers complement CPAs serving aging clients.

Help Your Clients Find a Job
by Neal Frankle, CFP
Even when they have an ugly résumé.

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     PFS Case Study and Exam -- Live Option. December 7 - 10 in AICPA Offices, Lewisville (Dallas), TX. Deadline to register: 11/24. Email pfs@aicpa.org or call 888-777-7077, option 4.

Tax Consequences of Mortgage Discharge
by Michael Smith, et al./Journal of Accountancy
No one plans on foreclosure or bankruptcy, but your clients facing either should weigh the tax treatment of discharged debt.

Investor Grows IRA With Unique Alternative Investment: Dressage Horses
Sponsored by Equity Trust Company
Creative investors discover that self-directed investing in alternative assets, from timber, livestock and renewable energy to receivables, grain cars and medical equipment, offers relief from market volatility.

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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.

2009 Corporate Tax Returns Videocourse
This bestselling Sid Kess CPE videocourse includes 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
IRAs, Roth IRAs, SIMPLES and SEPs: Contributions, Rollovers, Distributions and More
J.K. Lasser's Inherited IRAs: What the Practitioner Needs to Know
The CPA's Guide to Long-Term Care Planning
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.
Estate Planning Webinar Series
"Making IRAs Worth Inheriting” and “Estate Planning: Who Needs It? Everyone."
  AICPA Conferences
Employee Benefit Plans Accounting, Auditing and Regulatory Update
12/7 – 12/8
, Washington, DC
PFS Case Study and Exam
— Live Option

12/7 – 12/10
, Lewisville, TX
AICPA Advanced Personal Financial Planning Conference
1/17/2010 – 1/20/2010
, Orlando, FL
See Full Conferences Calendar
  AICPA Webcasts
12/1 - IFRS Quarterly Webcast Series — Fourth Quarter 2009
12/10 - Top 10 Impairment Testing Issues and Challenges
12/15 - How to Navigate Personnel/HR Communications
See Full Web Events Calendar


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