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May 19, 2011
Wealth Management Insider
  IN THIS ISSUE:   > Estate Planning    > Charitable Giving    > Employee Benefits  > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
AICPA Advanced Estate Planning Conference.
July 18-20 in Boston, MA.
Early bird discount by June 3!
Register here:
Estate Planning
Wait, Don’t Throw Momma From the
Train (Yet)
by Martin Shenkman, CPA, PFS and Steve Akers, JD
How many taxpayers are really hit by the estate tax? Based on the press, readers would think a rather large number.
The Financial and Estate Planner
by Sid Kess, CPA, JD and Steven Siegel, JD, LLM
Why practitioners need to recognize the need for teamwork to build mutually beneficial relationships with other practitioners or informal networks.
Fundamentals of Estate Planning (CPE)
Estate Planning Legislative and Regulatory Update (Webcast)
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Estate Planning Legislative and Regulatory Update.
May 24, 2011 from 3:30 – 4:30pm ET.
Register here:
Charitable Giving
What You Can Learn From President John Adams’ and Georgia O’Keefe’s Mismanaged Charities
by Patricia Annino, JD, LLM
The importance of donor intent.
AICPA Advanced Estate Planning Conference
Employee Benefits
Universal Life Insurance
by Peter Katt, CFP, LIC
Which type is best for your client?
Life Insurance: How to Use It to Your Clients' Advantage (Publication)
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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
Receive Lenovo Employee Pricing now through May 31, 2011 and save up to 40 percent. Click here for details.
  Bank of America  
AICPA offers both personal and business Visa® credit cards with WorldPoints® rewards through Bank of America. Click here for details.
  Biz Filings  
Double your AICPA member discount in May and June. Save 20 percent on incorporations, DBAs, reinstatements and more. Click here for details.
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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
PFS Exam Registration Deadline
CPAs: Learn How to Do Business in the ‘New Frontier’
AICPA Recommends IRS Allow Small Businesses to File Electronically the Form Electing S Corporation Status
Register now for the PFS Exam!
Registration closes June 13, 2011.
Click here:
Celebrating 25 Years of PFP
Stanley Breitbard and others divulge how the PFS designation has enhanced their careers and more.
Celebrating 25 Years of PFP
Stanley Breitbard and others divulge how the PFS designation has enhanced their careers and more.
CPAs -- is there a safe way your clients can increase their income?
Help Debt-Stricken Vulnerable Seniors
Deferred Compensation in Divorce
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