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February 21, 2013

Wealth Management Insider^™


	IN THIS ISSUE: > Articles > News > Free News Alerts > CPA News to Know > Video	Feedback

Articles

What do you mean irrevocable? I want to amend that trust

By Patricia M. Annino, J.D./CPA Insider

Clients have an option if circumstances or estate planning changes.

CPAs hold key to preventing electronic tax fraud

By Wray Rives, CPA, CGMA/CPA Insider

Electronic filing identification numbers can open door to ID theft.

Emotional breakdowns: How they impact your clients' money management

By Justin Locke/CPA Insider

Learn to recognize and deal with the emotions that your clients bring to their decisions about money.

Avoiding allegations of improper tax advice

By Deborah K. Rood, CPA

Understand the risks associated with providing casual advice to clients and get suggestions to mitigate the risk of experiencing malpractice claims based on allegations of improper tax advice.

News

AICPA addresses problems with delayed, compressed tax season in letter to IRS

The AICPA raised with the IRS concerns about the ongoing delay in the IRS's ability to accept many tax forms and the problems that the compressed tax season is causing taxpayers and practitioners.

Tax practitioners need to understand health care reform legislation

Tax practitioners need to understand the provisions of the 2010 health care reform legislation—both for their own compliance and to help clients benefit from favorable provisions and avoid penalties.

FASB proposal aims to simplify financial instruments accounting

FASB issued a revised proposal that aims to simplify classification and measurement of financial instruments.

Free News Alerts

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Get breaking news alerts from the Journal of Accountancy on your smartphone or tablet with the free AlertRocket app. Each alert takes you directly to the corresponding news story on journalofaccountancy.com. Get it now.

New In The Store

		Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors Published in honor of the AICPA's 125th anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of advice offered by CPAs gives your clients the information and tools they need to make managing their money less daunting and helps them thrive at any stage of life.

		AICPA Family Law Conference May 8–10, Las Vegas—This conference, pertaining to beginner/intermediate public practitioners, will cover basic rules of evidence, communications, draft reports, and more.

		Interactive Tax Checklists Gain efficiency this tax season with the AICPA's Interactive Tax Checklists, an online tax planning tool. Based on the popular Tax Practice Guides & Checklists from the AICPA Tax Section, these checklists give you the gold standard content you trust in an interactive digital environment.

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

AICPA Member Discount Program

AICPA members receive deep discounts on select HP Mono Toners. Stock up for tax season now. Valid through 3/31/13. Click here for details.

Save over $800 on the HP Compaq Pro 6300 All-in-One Desktop—now $999. Valid through 2/28/13. Click here for details.

Save on shipping this tax season. AICPA members save up to 29% on select FedEx^® shipping services. Click here for details.

Need one place ofr daily tax season resources? CPA Letter Daily's Tax Season Watch AICPA

CPA News to Know


	Eight principles designed to protect assets of securities firms' clients

	IRS issues annual whistleblower report to Congress

	FASB works quickly to clarify nonpublic disclosure exemption

	Three issues take next step in PCC's private company modification process

The Tax Adviser The magazine of tax planning, trends & techniques

Video


	What's next in technology for CPAs? Mobile applications are the next technology frontier accountants should explore.

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