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AICPA
July 21, 2011
Wealth Management Insider
AICPA
  IN THIS ISSUE:   > Employee Benefits    > Estate Planning    > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
 
 
The CPAs Guide to Long-Term Care Planning.
Turn to this book for answers on elder law issues and concerns, including advanced directives, Medicaid, Medicare and a multitude of other topics facing elderly clients
 
Employee Benefits
   
Who Will Provide Care?
by James Sullivan CPA, PFS
There is more to long-term-care planning than just cost.
 
 
   
Level Death Benefit Policies
by Peter Katt, CFP, LIC
Pros and cons divulged.
 
The CPA's Guide to Long-Term Care Planning (Publication)
Fundamentals of Insurance Planning (CPE)
AICPA Employee Benefit Plan Audit Workshop (Conference)
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AICPA National Healthcare Industry Conference.
November 17-18, 2011 in Baltimore, MD.
Save with early bird by August 9:
 
Estate Planning
   
Picking Guardians for Young Children?
by Patricia Annino, JD, LLM
Why it is such an estate planning obstacle.
 
 
   
Estate Tax or Carryover Basis?
by Justin Ransome and Frances Schafer/Journal of Accountancy
Practitioners must weigh the better option for estates of decedents who died in 2010.
 
Estate Planning Essentials: Tax Relief for Your Clients' Estates (CPE)
Advanced Estate Planning: Practical Strategies for Your Clients (CPE)
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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.
line
Didn't find what you were looking for? Visit the AICPA Store
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AICPA Member Discount Program
.
  Bank of America  
AICPA offers both personal and business Visa® credit cards with WorldPoints® rewards.
Click here for details.
 
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  Lenovo  
Save up to 35 percent on the entire Lenovo product line. Use eCoupon USXJULYSAVINGS2011 and save an additional 10 percent off the sale price of IdeaCentre AIO and K Series Desktops.
Click here for details.
 
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  Office Depot  
Save up to 40 percent on office supplies, copy and printing services, technology and furniture.
Click here for details.
 
 
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AICPA Insiders Win Grand Award for AICPA Insiders Redesign
2011 APEX Award for Publication Excellence.
Thank you to our readers, writers and advertisers!
Sponsored Links
   
Avoid the 7 Business Casualties of Divorce, Estate Planning Myths and More
Missed the last Wealth Management Insider? Get up to date here.
Adviser's Guide to Counseling Aging Clients and Their Families
Register now for the PFS Exam!
CPA News to Know
   
SEC Announces July 29 Field Hearing on the State of the Municipal Securities Market
July 2011 Issue of The CPA Advocate Now Available
AICPA Recommends IRS Tax Return Preparer Competency Exam Focus on Basic Knowledge Needed to Prepare Individual Returns
Video
Wait and See Can End Up Being Wait and Pay.
Here's why.
   
Wait-and-See Can End Up Being Wait and Pay
Here's why.
TWITTER TICKER: Retirement Plans Cheat Sheet ow.ly/5lXiF
Updating the Life Settlement Market ... ow.ly/5jwUh
Estate Planning Myths: Forget About Estate Taxes ow.ly/5jwwc
 
 
         
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