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May 20, 2010 — In This Newsletter:
*HEADLINES   *STRATEGIES *NEW IN THE STORE  *INDUSTRY NEWS
*VIDEO SNACKS *TECHBYTE *TWITTER
 
     Headlines
       
  Jennifer Sicking   Healthcare Changes Raise Financial Care Concerns for Physicians
by Jennifer Sicking, CPA, PFS
What you can do to advise your healthcare clients in this unsure environment.
     Q: How do I easily research the nonprofit sector to prospect and benchmark potential clients?
A: GuideStar Premium.
Click here for more:
http://www2.guidestar.org/rxg/products/guidestar-premium.aspx?source=AICPA_05_20_10
  Igor Zey   Special Uses of Life Insurance in Pension Plans
by Igor Zey, MSFS, CAP
Winning strategies revealed.
       
  Cory Chmelka   Financing Premiums vs. Paying Cash
by Cory Chmelka, CFP
Which is better?

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     WEEKLY SPOTLIGHT
     2010 Health Care Reform Act.
Tips for strategies to best deal with the coming changes!
Click here:
http://www.cpa2biz.com/AST/Main/CPA2BIZ_Primary/Tax/PRDOVR~PC-745810/PC-745810.jsp

Do You Have the Magic Skill?
by Lewis Schiff
How financial advisors can better connect with clients and not only have enhanced relationships but more productive practices.

Cashing in On Investing in Precious Metals With Retirement Plans
Sponsored by Equity Trust
Precious metals have long been considered one of the few ways to protect assets from high inflation and economic uncertainty. Clients are investing their IRAs in gold, silver and more.

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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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Equity Trust Company Exclusive Webinar:
“Financial Architecture: A True Multi-Disciplinary Collaboration.”
Presented by David Reyes.
Tuesday, May 25 at 2:00 pm ET.
Free for professional network members.
Learn more:
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
AICPA Advanced Estate Planning Conference.
July 26-28, Washington, DC.
Comprehensive updates and technical analysis on all current aspects of estate and gift planning and compliance issues.
Register now:
http://www.cpa2biz.com/AST/Main/CPA2BIZ_Primary/PersonalFinancialPlanning/EstatePlanning/PRDOVR~PC-EST/PC-EST.jsp
GuideStar Premium
Trusted data. Customizable analysis. Targeted results.
Play Quarterback on Roth Conversions
Equity Trust Webinar on financial architecture strategies reveals the playbook.
  AICPA Conferences
AICPA Advanced Estate Planning Conference
7/26 – 7/28
, Washington, DC
AICPA National Tax Conference
10/25 – 10/26
, Washington, DC
Sophisticated Tax Planning for Your Wealthy Clients
11/15 – 11/16
, New York, NY
See Full Conferences Calendar
  AICPA Webcasts
5/25 - Malpractice Risks: Navigating the New Frontier
5/26 - Financial System Considerations in IFRS Conversion Projects
5/27 - How to Avoid the Knockout Punch of the Appraiser Penalties Under Section 6695A
See Full Web Events Calendar
  Resources



PFP Practice Portal
 
  
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