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August 18, 2011
Wealth Management Insider
  IN THIS ISSUE:   > Estate Planning    > Investment    > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
Making Two Years Last a Lifetime.
The most compelling planning opportunities now.
Alliance Bernstein.
Learn more:
Estate Planning
Put the Oxygen Mask Over Your Own Face First!
by Patricia Annino, JD, LLM
Why choosing a healthcare proxy is a far more important decision than who will receive assets at the time of your client’s death.
Insurance As an Investment
by Peter Katt, CFP, LIC
Why CPAs should give it a second look.
The Gift That Keeps on Giving
Sponsored by Bernstein Global Wealth Management
The current federal tax law extension provides a remarkable window of opportunity for your clients to move wealth out of their taxable estates.
Estate Planning Essentials: Tax Relief for Your Clients' Estates (CPE)
Advanced Estate Planning: Practical Strategies for Your Clients(CPE)
Life Insurance: How to Use It to Your Clients' Advantage (Publication)
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AICPA Sophisticated Tax Planning for Your Wealthy Clients.
November 14-15, 2011 in Boston, MA.
Register by 9/30 for early bird discount!
Why Alternative Investing and What Is an Alternative?
by Michael Fitzgerald, CPA, PFS
Focus on using what your clients have to help them get what they want out of life, though it may involve thinking outside of the boxes and stars.
Silent Safety: Best Practices for Protecting the Affluent
by Douglas Kane and Paul Michael Viollis, Sr., PhD
The personal security mantra and more revealed.
Silent Safety: Best Practices for Protecting the Affluent (Publication)
AICPA Sophisticated Tax Planning for Your Wealthy Clients (Conference)
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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
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AICPA Member Discount Program
Join over 15,000 AICPA members saving up to 29 percent on FedEx® shipping. Click here for details.
Save $5 a day, up to $25 off a weekly or weekend rental at Airport and Off Airport locations. Use PC# 113761. Valid for vehicle pickup through 12/31/11. Click here for details.
Save an additional $75 off already discounted pricing on select Dell computers through 8/31/11. Use coupon code QJPMFXQ2ZN7L00 to receive $75 off Dell PCs of $899 or more. Click here for details
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Silent Safety: Best Practices for Protecting the Affluent.
This book crystallizes the risks that the affluent face every day, ranging from kidnap and extortion to home invasion and fraud.
Order your copy here:
Sponsored Links
Leverage the New Tax Laws
How to help your clients maximize this opportunity.
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CPA News to Know
NASBA and AICPA Issue Proposed Revisions to Continuing Professional Education (CPE) Provider Standards
Federation, National Council on Aging Announce Collaboration: CDCUs to Work With Regional Economic Security Centers to Assist Vulnerable Older Adults
S&P/Experian Credit Default Indices Show Decreases in Default Rates for First and Second Mortgages (PDF)
Why Become a Personal Financial Specialist?
Because it stands for trustworthy and ethical -- all that the public is looking for right now.
Why Become a Personal Financial Specialist?
Because it stands for trustworthy and ethical — all that the public is looking for right now.
Assisting Clients With Creating  a Budget for Care
Level Death Benefit Policies:  pros & cons
How mobile technology = more  productivity & improved ROI
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