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April 22, 2010 — In This Newsletter:

Legal Headaches Involving Roth IRAs
by Seymour Goldberg, CPA, JD
Why you should care.

     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: http://www.cpa2biz.com/AST/Main/CPA2BIZ_Primary/Tax/Compliance/PRDOVR~PC-017270PDF/PC-017270PDF.jsp

Rebalancing: More Than Software
by Diahann Lassus, CPA, PFS
Processes, weaknesses and goals identified.

Increased Medicare Tax on High-Income Taxpayers and Unearned Income
by Thomas Wechter, JD, LLM
For tax years beginning in 2013, an increased Medicare tax will apply to high income taxpayers and a new Medicare contribution tax will apply to investment income.

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     Live Video Webcast! 2010 Health Care Reform Act: Understand the Critical Tax and Insurance Changes for You, Your Business and Your Clients. May 12, 2-4pm ET. Register here: http://www.cpa2biz.com/AST/Main/CPA2BIZ_Primary/Tax/Planning/PRDOVR~PC-WBC10057I/PC-WBC10057I.jsp

'Tax Season Finale': Strategies to Drive Year-End Revenue Streams
Sponsored by Equity Trust
"A challenge for CPAs is how do we even out our business practices and avoid having lulls in the summer... we need to be answering how do we all increase revenue?"

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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.

Estate Planning Essentials: Tax Relief for Your Clients' Estates
Explore the use of wills, trusts, and life insurance as vehicles to reduce the estate tax.

Securing the Future: Building a Succession Plan for Your Firm
Firms with the most successful succession strategies begin planning well before partners are ready to retire. Turn to this two-book set from succession expert Bill Reeb for guidance on setting succession goals and processes in place.

Can You Trust Your Trust: What the Practitioner Must Know
Many states have significantly revised the trust laws pertaining to accounting income, and its application to tax reporting positions. Get up to speed on the changes with this book in handy download format.

Professional Ethics: AICPA's Comprehensive Course
AICPA’s classic course is once again available. Earn eight CPE credits.

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

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Financial Architecture:
A True Multi-Disciplinary Collaboration.”
Presented by David Reyes.
Tuesday, May 25 at 2:00pm ET.
Equity Trust Company. http://www.trustetc.com/professionals/reyes.html?source=banner

  Best Sellers
The Rebirth of Roth
IRAs, Roth IRAs, SIMPLES and SEPs: Contributions, Rollovers, Distributions and More
Closely Held Business Taxation: 49 Practical Ways to Cut Taxes
AICPA's Guide to Business Combinations, Goodwill and Other Consolidation Issues
  Sponsored Links
Live Video Webcast:
Employee Benefit Plans Strategic Briefing -- 2010.
April 28, 2:00-4:00pm ET.
Register here: http://www.cpa2biz.com/AST/Main/CPA2BIZ_Primary/Accounting/IndustryspecificGuidance/EmployeeBenefitPlans/PRDOVR~PC-WBC10049I/PC-WBC10049I.jsp
Financial Architecture Strategies: Leading the Collaborative Effort for Successful Roth IRA Conversions
Equity Trust Webinar.
  AICPA Conferences
Tax Strategies for the High-Income Individual
5/3 – 5/4
, Las Vegas, NV
National Conference on Divorce
5/6 – 5/7
, Las Vegas, NV
AICPA Advanced Estate Planning Conference
7/26 – 7/28
, Washington, DC
See Full Conferences Calendar
  AICPA Webcasts
4/28 - Employee Benefit Plans Strategic Briefing — 2010
4/29 - 2010 HIRE Act: Understanding the Employer Incentives
5/12 - 2010 Health Care Reform Act: Understand the Critical Tax and Insurance Changes for You, Your Business and Your Clients
See Full Web Events Calendar

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