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AICPA
July 19, 2012
Wealth Management Insider
AICPA
  IN THIS ISSUE:   > Articles   > News   > CPA News to Know   > Video   Feedback Contact Us  
 
 
Articles
   
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.
   
 
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News
 
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
   
 
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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.
 
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AICPA Member Discount Program
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  Wells Fargo Home Mortgage  
Close your purchase or select refinance loans and receive $200 in gift cards. Click here for details.
 
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AICPA offers both personal and business Visa® credit cards with WorldPoints® rewards. Click here for details.
 
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  Hertz  
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.
 
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Stay on top of the demands of your tax practice
CPA News to Know
1
1 Properly assessing the reverse mortgage option
 
1
1 Tax Court petition challenging a notice of deficiency suspends statute of limitation
 
1
1 Debtors' taxes are not discharged in bankruptcy where tax return was filed late
 
1
1 JofA Cybersecurity Center
 
1
Video
   
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.

 
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