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AICPA
September 22, 2011
Wealth Management Insider
AICPA
  IN THIS ISSUE:   > Practice Management    > Elder Planning    > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
 
 
AICPA National Healthcare Industry Conference.
November 17-18, 2011 in Baltimore, MD.
Save with early bird by Oct 3:
 
Practice Management
   
Advising Same-Sex Marriage Couples?
by Patricia Annino, JD, LLM
Estate planning pitfalls and opportunities revealed.
 
 
   
Irrevocable Life Insurance Trusts
by Peter Katt, CFP, LIC
An analysis of Schwab v. Commissioner.
 
Divorce: The Accountant As Financial Expert (Publication)
2010 Health Care Reform Act: Critical Tax and Insurance Ramifications for You, Your Business and Your Clients (CPE)
Life Insurance: How to Use It to Your Clients' Advantage (Publication)
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CPA ElderCare - PrimePlus: 
A Practitioner's Resource Guide - Third Edition.
 
Elder Planning
   
Home Healthcare for Mom & Dad: Do Your Homework
by Tracy Stewart, 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.
 
 
   
Eldercare
by Michael Schulman, CPA, PFS
Why it's not just about nursing homes.
 
Estate Planning Essentials: Tax Relief for Your Clients' Estates (CPE)
Advanced Estate Planning: Practical Strategies for Your Clients (CPE)
Adviser's Guide to Counseling Aging Clients and Their Families (Publication)
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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.
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Didn't find what you were looking for? Visit the AICPA Store
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AICPA Member Discount Program
.
   
Take advantage of historically low mortgage rates and receive a $200 gift card when you close your purchase or refinance loan. Click here for details.
 
line
   
Save up to 40 percent on office supplies, copy & printing services, technology, and furniture. Click here for details.
 
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Save 25 percent off the market price of all consumer and select business PCs over $599 now through 9/30/11. Offer available by phone only. Click here for details.
 
 
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Life Insurance: How to Use It to Your Clients' Advantage.
Designed to guide CPAs through some of the most important aspects of life insurance, with the goal of helping you better serve your clients.
Click here for your copy:
Sponsored Links
   
Missed the Last Tax Insider?
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AICPA Advanced Estate Planning Conference.
July 23-25, 2012 in Las Vegas, NV.
Focus on today’s challenges in an intensive three days!
Big savings with super early bird special:
CPA News to Know
   
Caught in Fundraising Squeeze, Nonprofit Boards Need to Prove Their Mettle to Win Donations
New Law Removes Barriers for Taxpayers
Financial Planning Coalition to Congress: Put Investors and Small Businesses First
  More News
Video
VIDEO >>>
Sid Kess Divulges the Implications of the New Estate Tax and Why CPAs Need to Talk With Their Clients Today.
WATCH NOW:
   
Sid Kess Divulges the Implications of the New Estate Tax and Why CPAs Need to Talk With Their Clients Today
WITTER TICKER:
If Henry VIII Had Portability ... which spouse would come first? ow.ly/6nKz1
Silent Safety: Best Practices for Protecting the Affluent ow.ly/67q3P
The importance of choosing a healthcare proxy ow.ly/67qiP
 
 
         
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