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August 19, 2010 — In This Newsletter:
*HEADLINES  *STRATEGIES *NEW IN THE STORE  *INDUSTRY NEWS
*VIDEO SNACKS *TECHBYTE *TWITTER *SUBSCRIBE
 
     Headlines
       
   

Wealth Management and Chronic Illness
by Martin Shenkman, CPA, PFS
One hundred and twenty million Americans live with chronic illness. How can you tailor wealth management services to meet their needs?

     Q: Where do I find revenue, expense, and compensation data to benchmark nonprofits?
A: GuideStar Premium.
Click here to learn more:
   

Help Your Clients Plan for Long-Term Care Now
by Igor Zey, MSFS, ChFC
Here’s how.

   

The Next Case of Madoff Disease
by Lewis Schiff
It can affect smart, affluent clients and even professionals educated at top schools. The disease overwhelms a person’s logical powers with golden promises, such as non-stop 12-percent returns.

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     WEEKLY SPOTLIGHT
     AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients.
Developed by Sidney Kess.
November 15-16 in New York, NY.
Insights, updates and cutting-edge training from the experts!
Register here:
   

One Spouse Institutionalized — The Snapshot Approach
by Ezra Huber, JD
The “income-first” rule under DRA.

Building Your Clients’ Retirement Confidence With an Alternative Investment Strategy
Sponsored by Equity Trust
The economy and losses in the market are just two reasons workers believe they’ll need to delay retirement. Consider helping them minimize the wait with alternative investments in retirement accounts.
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2010 Health Care Reform Act: Critical Tax and Insurance Ramifications for You, Your Business and Your Clients
The nearly $1 trillion, 10-year cost of the Patient Protection and Affordable Care and Reconciliation Acts of 2010 will change the way health insurance is delivered and how we will pay for it. Earn six CPE credits.

Adviser's Guide to Retirement Plans for Small Businesses
Covers statutory requirements and the legal structure of various plan types, as well as providing detailed information on plan design, establishment, monitoring, administration, correction of failures and termination.

The Adviser's Guide to Health Savings Accounts New Edition
An in-depth coverage of the final 2009 regulations on employer comparable contributions, the exceptions for nonhighly compensated employees, the guidance relating to the manner and method or reporting and paying excise tax, as well as examining and explaining many other topics.

Life Insurance: How to Use It to Your Clients' Advantage
This book and its accompanying interactive training CD are designed to guide you through the maze of life insurance options and opportunities, so that you can achieve your clients' overall financial goals.

Didn't find what you were looking for? Visit the AICPA Store.


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Equity Trust Webinar:
“Avoid Costly Retirement Distribution Mistakes: Discover Where, When and How to Tap Funds.”
Presented by Sandra Pierce, CPA, PFS, CFP.
Wednesday, Aug 25 at 3:00pm ET.
Click here:

  Best Sellers

Advanced Tax Issues for Federal Payroll Taxes, Benefits and Form 1099s

Taxation Essentials of LLCs, LLPs, LPs and Other Partnerships

Investment Companies — AICPA Audit and Accounting Guide

The Rebirth of Roth
  Sponsored Links
Live Audio Infocast:
Forensic Technology: Options & Methodologies.
September 14, from 3-5pm ET.
Register here:

GuideStar Premium Trusted Nonprofit Information
Find the data you need to benchmark nonprofits.

Avoid Costly Retirement Distribution Mistakes: Key Planning Strategies
Equity Trust Webinar with Sandra Pierce, CPA.

  AICPA Conferences
AICPA/CICA Sustainability Workshop
9/30 – 10/1
, New York, NY
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
9/14 - Forensic Technology:
Operations & Methodology
9/15 - SEC Quarterly Update Webcast Series
10/19 - Bankruptcy & Insolvency: The Forensic Accountant's Role
See Full Web Events Calendar
  Resources



PFP Practice Portal
 
 
  
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