Lotus® users, please view the web version of the newsletter here.
  Please add AICPA_Wealth_Insider@email.cpa2biz.com to your Address Book. View email as a web page.
July 19, 2012
Wealth Management Insider
  IN THIS ISSUE:   > Articles   > News   > CPA News to Know   > Video   Feedback Contact Us  
Tax planning for 2013
By Ted Sarenski, CPA/PFS/Journal of Accountancy
Devise a game plan now to put into action, if necessary, at year end with these 10 steps.
  Jerome Deener  
New portability rules: A cure for incomplete estate planning
By Jerome A. Deener, Esq./Journal of Accountancy
Explore the opportunities and pitfalls of passing along the deceased spousal unused exclusion amount for gifts and estates.
Long-term care insurance regardless of net worth
By Patricia M. Annino, J.D.
Seven reasons your clients should consider LTC insurance.
Help divorcing clients with nonfinancial resources
By Tracy B. Stewart, CPA/PFS
Clients going through a divorce also need nonfinancial advisers, and you can help find them.
Back to Top   
Self-employed can deduct Medicare premiums, IRS Chief Counsel advises
A look at the Supreme Court decision on health care
IRS suspends issuing ITINs without original documentation
Guidance clarifies when dividends are qualified performance-based compensation
Back to Top   
New In The Store
  Unlocking the Mystery of Healthcare Planning for Retirement
Modern medicine has extended life expectancy, but the added years often come at a high cost—and most of these costs are not covered by Medicare. Advisers must understand what Medicare can and cannot do. This guide gives you the information you need to help your clients make the health care decisions that will directly impact their retirement planning.
Didn't find what you were looking for? Visit the AICPA Store
Back to Top    
AICPA Member Discount Program
  Wells Fargo Home Mortgage  
Close your purchase or select refinance loans and receive $200 in gift cards. Click here for details.
  Bank of America  
AICPA offers both personal and business Visa® credit cards with WorldPoints® rewards. Click here for details.
Save $5 a day, up to $25 off a weekly or weekend rental. Use PC# 113761. Valid for vehicle pickup through 12/31/2012. Click here for details.
Back to Top    
Stay on top of the demands of your tax practice
CPA News to Know
1 Properly assessing the reverse mortgage option
1 Tax Court petition challenging a notice of deficiency suspends statute of limitation
1 Debtors' taxes are not discharged in bankruptcy where tax return was filed late
1 JofA Cybersecurity Center
Tax legislation and its impact on busy season
Melissa Labant, director of Tax, Advocacy & Professional Standards for the AICPA, discusses tax issues looming on Capitol Hill and how uncertainty around them might affect tax preparers and financial advisers.

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 more than 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 more than 70,000 corporate taxation professionals.

Delivers tax news, expert commentary, recommended products and professional development resources to more than 45,000 tax and financial planning professionals.

Clues in more than 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 email and newsletter preferences or to change your email address at any time.

For questions about prior orders, membership or related issues, please email service@aicpa.org 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
© 2012 AICPA Inc. All Rights Reserved.

Wealth Management Insider
Contact the editor Contact Us

Corporate Information
About CPA2Biz | Join AICPA
Email: Wealth_Insider_subscribe@email.cpa2biz.com
Click here to Unsubscribe from Wealth Management Insider.