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AICPA
March 17, 2011
Wealth Management Insider
AICPA
  IN THIS ISSUE:   > Investment  > Practice Management    > Estate Planning    > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
 
 
PFS 25th Anniversary … Save the date!
Advanced Personal Financial Planning Conference.
January 16-18, 2012.
Save $100 -- register by October 8!
 
Investment
   
Too Soon Old, Too Late Rich
by Michael Schulman, CPA, PFS
Many clients are too young to retire; too old to replace lost wages; too wealthy to qualify for government assistance and too poor to rely solely on today’s low interest rates for their retirement income. How can you help?
 
   
Knowing Your Investment Manager
by Don Ezra
Probe beneath a manager’s performance: Is it likely to continue and will business and compliance risks derail the manager?
 
Investments (Publication)
The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees and Plan Sponsors (Publication)
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Learn proven techniques to bill what you’re worth.
New 2011 edition shows you how to price and bill your services.
 
Practice Management
   
Why Financial Advisors Must Become Risk Managers
by Samuel Won
Four best practice tips show you how to make the change.
 
 
   
Unprepared Children of High-Net-Worth Clients
by Lewis Schiff
How financial education can not only help the children but also support the work of advisors.
 
 
   
Life Settlements, Insurance and Benefits
by Peter Katt, CFP, LIC
How financial planners can help their clients with these added services.
 
Life Insurance: How to Use It to Your Clients' Advantage (Publication)
AICPA Conference on Tax Strategies for the High-Income Individual
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Estate Planning
   
To Gift or Not to Gift … That Is the Question
by Patricia Annino, JD, LLM
Seven factors your clients should consider.
 
 
   
Using Trusts for Asset Protection
by Daniel Rubin, JD, LLM
Without necessarily using an asset protection trust.
 
AICPA Advanced Estate Planning Conference
Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips and Tactics (Publication)
 
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
For the CPA or CFO who is familiar with the COSO standards, Risk Assessment for Mid-Sized Companies 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.
line
Didn't find what you were looking for? Visit the AICPA Store
 
AICPA Member Discount Program
.
  FedEx  
Save this tax season — AICPA Members save up to 29 percent on select shipping services.
Click here for details.
 
line
  HP  
Enjoy up to 30 percent off reliable HP business quality products and free U.S. ground shipping.
Click here for details.
 
line
  Wells 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.
 
 
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Cost Basis Resource from Investment Audit Systems.
Cost basis lookup, online calculator, research & data.
1 website, 5 minutes … you’re done!
Sponsored Links
   
Don't Waste Your Time Computing Cost Basis
(1 site + 5 Mins = Done).
Visit: IAS Online Cost Basis.
Catch up on the 2011 PFP Conference material!
Download the presentation videos and materials here:
CPA News to Know
   
AICPA, CIMA Announce Proposal to Create International Management Accounting Designation
IRS Releases 2010 Data Book
Statement From AICPA President and CEO Barry Melancon on Senate Passage of Bill to Stop Tax Strategy Patents
Video
VIDEO:
PFPs Are Typically Called Upon During Tough Times.
Chris Strand, CPA, PFS, MST, trusted advisor to affluent individuals and families and their businesses, provides tips on how you can help your clients.
WATCH HERE:
   
PFPs Are Typically Called Upon During Tough Times
Chris Strand, CPA, PFS, MST, trusted advisor to affluent individuals and families and their businesses, provides tips on how you can help your clients.
TWITTER TICKER:
Delivering the Pot O' Gold Your Clients Want ow.ly/4eNec
Re-energize Your Relationships With High-Impact Client Review Meetings ow.ly/44ZuJ
The economics of client loyalty revealed ow.ly/44Ywo
 
 
         
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