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AICPA
October 20, 2011
Wealth Management Insider
AICPA
  IN THIS ISSUE:   > Estate Planning    > Employee Benefits    > 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
   
The Estate Planning Perils of the Digital Era
by Patricia Annino, JD, LLM
Passwords into eternity.
 
 
   
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)
AICPA Advanced Estate Planning Conference
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AICPA Advanced Estate Planning Conference.
July 23-25, 2012 in Las Vegas, NV.
This premier event focuses on today’s challenges in an intensive three days!
SAVE with early bird discount:
 
Employee Benefits
   
Non-Spousal Roth IRA Beneficiaries
by Jennifer Sicking, CPA, PFS
The good, the bad and the ugly.
 
 
   
Business Continuation Planning in Closely Held Businesses
by Peter Katt, CFP, LIC
Why it's not just about nursing homes.
 
 
     
Donating Complex Assets to Charity (PDF)
Sponsored by Fidelity Charitable
An effective and tax-efficient way to make more of a difference.
 
IRAs, Roth IRAs, SIMPLES and SEPs: Contributions, Rollovers, Distributions and More (CPE)
Life and Health Insurance Entities — AICPA Audit and Accounting
Guide
(Publication)
Implementing PFP Services: Step-by-Step Plans for Success (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.
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Didn't find what you were looking for? Visit the AICPA Store
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AICPA Member Discount Program
.
   
Save $276 on the HP ProBook 6565b Notebook PC bundle, including dual monitors, docking station, and DVI to VGA converter kit — now $980. Expires 10/31/11. Click here for details.
 
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AICPA offers both personal and business Visa® credit cards with WorldPoints® rewards. Click here for details.
 
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Join over 15,000 AICPA members saving up to 29 percent on FedEx® shipping. Click here for details.
 
 
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Unleash the value of your clients’ illiquid assets … 
With a donor-advised fund.
Learn more from Fidelity Charitable:
Sponsored Links
   
Fidelity Charitable
Help your client support generously and give strategically.
Leverage the New Tax Laws
How to help your clients maximize this opportunity.
Register now for the PFS Exam!
Now 2 exam review options:
-- Self-study CPE course
-- Live review CPE class January 15-16 at the Advanced PFP Conference in Las Vegas.
Register here:
CPA News to Know
   
New EBRI Research Finds a Leveling Off Trend in 401(k) and IRA Participation in Last Decade (PDF)
Auditing Standards Board Achieves Its Most Significant Clarity Project Milestone to Date (PDF)
IRS Tax Extension Reminder: Don't Overlook Special Individual and Small Business Tax Benefits
  More News
Video
VIDEO >>>
Is Your Focus on Employee Benefit Plans?
Only one resource keeps you updated on both DOL updates and auditing standards.
WATCH NOW:
   
Is Your Focus on Employee Benefit Plans?
Only one resource keeps you updated on both DOL updates and auditing standards.
WITTER TICKER:
Why Women's Retirement Planning Needs to Go Beyond a Longer Life Expectancy ow.ly/6UdtK
Advising Same-Sex Marriage Couples? Estate planning pitfalls & opportunities ow.ly/6C4BA
IRAs and 401(k) Plans -- strategies in a declining market ow.ly/70RA4
 
         
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