Please add to your Address Book. View email as a web page.
June 16, 2011
Wealth Management Insider
  IN THIS ISSUE:   > Practice Management    > Estate Planning    > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
Making Two Years Last a Lifetime.
The most compelling planning opportunities now.
Alliance Bernstein.
Learn more:
Practice Management
Avoid the Seven Business Casualties of Divorce
by Tracy Stewart, CPA, PFS
Here’s how.
Trust Fund Recovery Penalty
by James Beavers/The Tax Adviser
Lack of control does not except owners from liability.
The Gift That Keeps on Giving
Sponsored by Bernstein Global Wealth Management
The current federal tax law extension provides a remarkable window of opportunity for your clients to move wealth out of their taxable estates.
Divorce: The Accountant As Financial Expert (Publication)
The Adviser's Guide to Doing Business With the IRS (Publication)
Back to Top
AICPA Advanced Estate Planning Conference.
July 18-20, 2011 in Boston, MA.
Focusing on today’s challenges in an intensive three days!
Register now for early bird discount by July 6:
Estate Planning
Estate Planning Myths: Forget About Estate Taxes
by Patricia Annino, JD, LLM
Why estate planning is important for all clients.
Updating the Life Settlement Market
by Peter Katt, CFP, LIC
Why your clients should not rent their life to be an insured only to try and sell it later or become an investor in another’s life insurance policy.
Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips and Tactics (Publication)
AICPA Advanced Estate Planning Conference
Fundamentals of Insurance Planning (CPE)
New In The Store
  The Tax Relief and Job Creation Act of 2010: Tools, Tips, and Tactics
Be the first to offer your clients valuable tax planning advice with this new multimedia explanation and analysis of the law.
Risk Assessment for Mid-Sized Companies: Tools for Developing a Tailored Approach to Risk Management
Transforms the COSO standards into actionable ERM processes.
The Rebirth of Roth: A CPA's Ultimate Guide for Client Care
A free download is available which covers provisions of The Tax Relief Act of 2010 that affect Roth IRA planning.
Didn't find what you were looking for? Visit the AICPA Store
AICPA Member Discount Program
Get up to 30 percent off reliable HP business quality products and free U.S. ground shipping.
Click here for details.
Enjoy AICPA member discounts of up to 20 percent off, plus additional special offers. Use CDP # 12353. Click here for details.
  Well Fargo  
Take advantage of low mortgage rates and receive a $200 gift card when you close your purchase or refinance loan. Click here for details.
Back to Top
Join the AICPA PFP Section Members Group on LinkedIn!
Get in on the conversation and network with your peers.
Join Group:
Sponsored Links
Leverage the New Tax Laws
How to help your clients maximize this opportunity.
Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips, and Tactics.
Robust CD-ROM with 150+ page PDF book, 1.75 hour audio plus presentations to educate your clients.
CPA News to Know
FASB Launches New Taxonomy Online Review and Comment System
PFS Exam Registration Deadline Coming Up
CFOs Report on Third-Quarter Hiring Plans: Nine in 10 Executives Confident About Business Growth
How to Advise Clients With Chronic Illnesses.
Martin Shenkman, Esq., CPA/PFS outlines how financial planners can help clients with chronic illnesses, from reviewing insurance coverage and benefit opportunities to evaluating investment allocation.  
How to Advise Clients With Chronic Illnesses
Martin Shenkman, Esq., CPA/PFS outlines how financial planners can help clients with chronic illnesses, from reviewing insurance coverage and benefit opportunities to evaluating investment allocation.
TWITTER TICKER: Can a Reverse Mortgage Solve an Older Client’s Debt Problem?
What You Can Learn From Pres. John Adams' & Georgia O’Keefe’s Mismanaged Charities
Finance Insider
Taxation Insider
Delivers need-to-know news of the profession, hard-hitting commentary, recommended products and professional development resources to more than 216,000 AICPA members every week.

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.

Clues in over 105,000 CPAs to great job opportunities, plus powerful tools, guides and research for getting their career to the next level.

QUICK LINKS:   > Industry News      > Video Snacks      > TechByte       > Join AICPA      > Advertise > Follow us    > Like us    
  MORE AICPA PUBLICATIONS:   > Journal of Accountancy      > The Tax Adviser      > CPA Letter Daily  
  Click here to select your e-mail, newsletter, or change your e-mail address and preferences at any time.

For questions about prior orders, membership or related issues, please email or call 888-777-7077. Publication of an advertisement in Wealth Management Insider does not constitute an endorsement of the product or service by Wealth Management Insider, or the AICPA.

AICPA, 220 Leigh Farm Road, Durham, North Carolina 27707-8110
© 2011 AICPA Inc. All Rights Reserved.

Wealth Management Insider
You are now reading the Wealth Management Insider
Contact the editor

Corporate Information
About CPA2Biz | Join AICPA
Click here to Unsubscribe from Wealth Management Insider.