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February 28, 2011
CPA Insider
  IN THIS ISSUE: > Firm Management  > TechByte  > Financial Planning   > CPA News to Know  > Video  > New In The Store
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Business Succession Planning A complimentary webcast from Bank of America Merrill Lynch. March 9, 2011 from 2:00pm – 3:00pm EST. Register now:
Firm Management
Anatomy of the Referral
by Julie Littlechild
The economics of client loyalty revealed.
How Do Busy CPAs Keep Pace With the Influx of New Laws and Regulations?
Sponsored by Bisk CPEasy
As a CPA, you’re faced with a steady stream of new regulations.
AICPA Advanced Personal Financial Planning Conference
You Are the Value: Define Your Worth, Differentiate Your CPA Firm, Own Your Market (Publication)
For the latest salary trends in accounting and finance …  Order your FREE 2011 Salary Guide today! From Accountemps.
Supporting Applications and Selection of Deliverables
by James Bourke, CPA.CITP
Use this pretax IT checklist to ensure your technology is ready for busy season!
Can Social Media and the CPA Profession Mix?
by Mitchell Freedman, CPA, PFS
Why you should be involved.
AICPA TECH+ Conference
PCPS Social Media Toolkit
Financial Planning
Re-energize and Renew Your Relationships With High-Impact Client Review Meetings
by Edward Jacobson, PhD
Why the review meeting is a critically important element of an enduring client-planner relationship.
Expanding Your Financial Planning Practice Through Your Clients’ Tax Returns
by Lyle Benson, Jr., CPA, PFS
How an individual’s tax return relates to personal financial planning opportunities.
AICPA Advanced Estate Planning Conference
Financial Planning: Process and Environment (CPE)
New In The Store
  Professional Ethics: 2010/2011 Update
An update on new and revised ethical requirements that have been adopted or were being proposed or considered during the past year.
The Adviser's Guide to Healthcare Bundle
Covers recent healthcare legislation, healthcare practice consulting, and introduces models of healthcare practices.
AICPA Webcast: The CPA/CFO View on Recovery. Is it for Real?
Didn't find what you were looking for? Visit the AICPA Store.
AICPA Member Discount Program
  Bank of America  
AICPA offers both personal and business Visa® credit cards with WorldPoints® rewards through Bank of America.
Click here for details.
Receive Lenovo employee pricing through March 14, 2011, with savings of up to 44 percent, plus free ground shipping.
Click here for details.
  Church Hill Classics  
Now through March 31, 2011, receive deep discounts on select HP Mono Toners — stock up for tax season now.
Click here for details.
AICPA Advanced Estate Planning Conference. July 18-20, 2011 in Boston, MA. Top-notch, hands-on training and up-to-the minute information!
CPA News to Know
Auditing Standards Board Issues SAS 121 to Further Amend SAS 100
Accounting and Review Services Committee Issues SSARS 20 to Amend SSARS 19
AICPA Examinations Team Seeks Professionals With IFRS Skills to Develop Questions on IFRS for Uniform CPA Examination
Missed the last Corporate Finance Insider? Click here to view the issue and for your free subscription:
Sponsored Links
Business Succession Planning
Build knowledge and earn 1 CPE credit with a complimentary webcast from Bank of America Merrill Lynch.
CPEasy Offers Unmatched Selection of CPE Courses
Instant Access, Instant Grading, Instant Certificates.
CPA Horizons 2025: Technological Forces. Prepare for an avalanche of new products, services and businesses to pour into the marketplace. WATCH HERE:
  CPA Horizons 2025: Technological Forces
Prepare for an avalanche of new products, services and businesses to pour into the marketplace.
Brand Your Expertise As a Resource ow.ly/41goX 2011 IRS and Justice Department Agendas - Advocates and Adversaries ow.ly/42MzC Performance Review Pitfalls ow.ly/41k2z
Finance Insider
Taxation Insider
Management Insider
Clues in over 105,000 CPAs to great job opportunities, plus powerful tools, guides and research for getting their career to the next level.

Covers financial management and corporate compliance issues, job opportunities, career advancement strategies, self assessment tools, compensation research and hiring trends for over 80,000 B&I CPAs and other financial professionals.

Delivers need-to-know news of the profession, hard-hitting commentary and professional development resources for over 70,000 corporate taxation professionals.

Delivers tax news, expert commentary, recommended products and professional development resources to over 45,000 tax and financial planning professionals.

Delivers breaking news, regulation updates, hard-hitting commentary and professional development resources to over 30,000 CPAs who provide financial planning services or are looking to expand their practice in this area.

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