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December 18, 2008 — In This Newsletter:

Greater Interest in Alternative Investments
by Robert Mathers, CPA, PFS and Edward Coyle
Net-leased real estate getting closer looks.


Also see sponsors Fidelity and Rochdale.

A Special Kind of Life Insurance for Disappointed Hedge Fund Clients
by Lewis Schiff
Private placement life insurance, which is as much about asset protection as it is about growing assets, offers HNW client tax-advantaged hedge-fund investing and other benefits.

Economic Effect on Divorce Settlements
by Tracy Stewart, CPA, PFP
Does the economic environment affect divorce outcomes?
You bet it does.

Terminating a Private Foundation
by Community Foundations
Addressing clients' motivations for terminating a private foundation, and reviewing the alternatives, such as a donor-advised fund or public charity, can help ease the transition.

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Offering Financial Services to Clients in This Market?
by Neal Frankle, CFP
Are you nuts?

Smart Giving
Sponsored by Fidelity Charitable Services®
Maximizing your charitable dollars through donations of appreciated stocks and mutual funds.


The Great Global Recession: Instability and Uncertainty Among Worldwide Economies
Sponsored by Rochdale Investment Management
With the current economic downturn now extending beyond domestic shores, how much worse and for how much longer will we experience the Great Recession? Find out what you can expect during this risky and vulnerable period.

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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.

Critical Tax Issues and Money Management Ideas for Your Growing, Middle Income Clients
With totally integrated tax and financial planning strategies, help clients reeling from stock market downturns to plan ahead and build financial security. Earn 12 CPE credits.

Buying and Selling Businesses: The CPA's Role
Become the key advisor to your client or employer in buying or selling a business — and earn CPE credit.

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.

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.

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

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  Best Sellers
Sid Kess' Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Insuring Your Client's Future
Retirement Distribution Rules: What the Practitioner Must Know
The CPA's Guide to Retirement Plans for Small Businesses, 2nd Edition
CPA's Guide to Long-Term Care Planning
  Sponsored Links
GuideStar Premium
From nonprofit market intelligence to better business decisions.
Get Ahead of the Next Big Thing in Financial Planning
We can help you. Fidelity Charitable Services®.
Seeking Stability in an Uncertain Market?
Contact Rochdale for a complimentary portfolio risk assessment.
  AICPA Conferences
AICPA Advanced Personal Financial Planning Conference
1/18/2009 - 1/21/2009
San Diego, CA
Tax Strategies for the
High-Income Individual

5/7/2009 - 5/8/2009
, Las Vegas, NV
AICPA National Conference on Employee Benefits Plans
5/18/2009 - 5/20/2009
, Orlando, FL
See Full Conferences Calendar
  AICPA Webcasts
Archive of popular past Webcasts
FASB Stock Options: An Advanced Analysis of Statement No. 123[R]
SAS 70 Reports and Employee Benefit Plans
Employee Benefit Plans Strategic Briefing — 2008/2009


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