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.
AICPA
September 20, 2012
Wealth Management Insider
AICPA
  IN THIS ISSUE:   > Columns   > News   > CPA News to Know   > Video   Feedback Contact Us  
 
 
Columns
   
Saving for college
By Douglas P. Duerr, CPA/PFS
Why your clients should take another look at whole life insurance.
   
 
   
Four trends in estate planning
By Patricia M. Annino, J.D.
Providing the best service to clients may depend on paying attention to these changes.
   
 
Back to Top   
News
 
AICPA urges Congress to quickly fix tax cliff
Congress must reach an agreement on expiring tax provisions because small businesses are being impeded from long-term tax and cash flow planning and prevented from making informed decisions.
   
 
 
IRS proposes changes to Circular 230 rules governing written tax advice
Acknowledging the difficulties practitioners are having with the current rules, the Internal Revenue Service on Friday proposed eliminating the Circular 230 rules on "covered opinions" and replacing them with revised rules governing written tax advice.
   
 
 
2012 tax software survey
In this year's survey by the JofA and The Tax Adviser, more than 6,000 CPAs assessed the software they used to prepare 2011 tax returns. Which products and features yielded frustration or bliss?
   
 
Back to Top   
New In The Store
  CPA Client Bulletin
CPA Client Bulletin is a newsletter designed as a marketing and communications tool for your practice. Simply send the monthly issues with the compliments of your firm to keep in touch with your clients. Your firm stays top of mind, and your clients and prospects will appreciate the tax, business, and financial planning ideas. Build your reputation as a trusted business adviser with CPA Client Bulletin.
 
  CPA Client Tax Letter
This lively, stimulating look at tax saving and planning tips and techniques is prized by clients interested in how to maximize their tax savings and understand the impact of the latest tax legislation on them. It raises questions that your clients will need you to answer, shows them how you can help them plan strategically, and serves as a reliable practice-building tool, both during tax season—when you're far too busy to even think of marketing—and all year long.
 
Didn't find what you were looking for? Visit the AICPA Store
Back to Top    
AICPA Member Discount Program
.
  FedEx(R)  
AICPA members save up to 29% on select FedEx® shipping services. Click here for details.
 
line
  Lenovo  
The Lenovo You Pay What We Pay event is extended for AICPA members. Enjoy additional deep discounts on the full Lenovo product line now through 9/30/12. Click here for details.
 
line
  Office Depot  
Save up to 40% on select Breakroom items now through 11/15/12. Click here for details.
 
Back to Top    
 
 
AICPA PFP Section
CPA News to Know
1
1 Corporate equity reduction transaction guidance issued
 
1
1 Guidance issued on employee expense reimbursement arrangements
 
1
1 Malware growth maintains rapid pace as mobile threats surge
 
1
1 Employee health insurance safe harbors expanded
 
1
1 Taxpayer Advocate Service changes criteria for accepting cases
 
1
Video
   
2012 tax software survey
Over 6,000 tax practitioners told us what they like and dislike about their tax software.
Announcing changes to the CPA Job Finder

 
CPA
Insider
Corporate
Finance Insider
Corporate
Taxation Insider
Tax
Insider
Career
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.

Subscribe
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.

Subscribe
Delivers need-to-know news of the profession, hard-hitting commentary and professional development resources for more than 70,000 corporate taxation professionals.

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

Subscribe
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.

Subscribe
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.
LEGAL NOTICES

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
Subscribe
Email: Wealth_Insider_subscribe@email.cpa2biz.com
Unsubscribe
Click here to Unsubscribe from Wealth Management Insider.