Please add AICPA_Wealth_Insider@email.cpa2biz.com to your Address Book. View email as a web page.
AICPA
November 17, 2011
Wealth Management Insider
AICPA
  IN THIS ISSUE:   > Estate Planning    > PFP Conference Exclusive   > Retirement    > CPA News to Know   > Sponsored Links      Feedback Contact Us  
 
 
Earn the only CPA-exclusive Financial Planning Credential today!
PFS Exam registration closes December 12, 2011.
Click here:
 
Estate Planning
   
Four Common Estate Planning Mistakes
by Patricia Annino, JD, LLM
And how to avoid them.
 
 
   
Business Continuation in Buy-Sell Planning
by Peter Katt, CFP, LIC
Two complicated scenarios revealed when younger shareholders are added to the mix.
 
 
     
Donating Complex Assets to Charity (PDF)
Sponsored by Fidelity Charitable
An effective and tax-efficient way to make more of a difference.
 
Advanced Estate Planning: Practical Strategies for Your Clients (CPE)
The Adviser's Guide to S Corps, C Corps, Partnerships, LLCs and Sole Proprietorships: Making the Right Choice (Publication)
Back to Top 
 
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:
 
   
Creating Trust As a Financial Adviser: Leveraging the PFS Credential
by Michelle Golden
How do you become worthy of trust to manage others' wealth? “Trusted adviser” is an oft-used tagline, but trust can’t be claimed. Learn how to earn it!
 
 
   
Bringing the Science of Investing Into the
21st Century
by Jerry Miccolis, CFA, CFP
The next generation of investment risk management is within our grasp.
 
PFP Services: Step-by-Step Plans for Success
PFS Exam Review Class
Back to Top 
 
Retirement
   
Ignoring Tax Class Diversification
by Miguel Palma, CPA, PFS
Are you setting up future tax bombs for your clients?
 
Adviser’s Guide to Tax Planning Strategies for Retirement (Publication)
Back to Top 
 
New In The Store
  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.
 
line
Didn't find what you were looking for? Visit the AICPA Store
Back to Top 
 
AICPA Member Discount Program
.
   
Double your AICPA member discount in November and December. Save 20 percent on incorporations, DBAs, Foreign Qualifications and more. Click here for details.
 
line
   
Members receive Lenovo employee pricing on the entire Lenovo product line through 12/1/11. Plus, save an additional 10 percent off all consumer PCs and save on ThinkPad PCs through 11/30/11. Use eCoupon: USXNOVSAVINGS2011. Click here for details.
 
line
   
Save $50 on a weekly rental at the airport on an economy through full-size vehicle, or small SUV, now through 12/15/2011. Use PC# 162820. Click here for details.
 
 
.
Back to Top 
 
 
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.
NEW — 2 Day Workshops at 2012 Advanced PFP Conference
Jan 15 – 16, 2012. Implementing PFP Services & PFS Exam Review Class.
AICPA Advanced PFP Conference 2012.
January 16-18, 2012 in Las Vegas, NV.
Don’t miss Jerry Miccolis on “State of the Art Porfolio Design” -- Session # 24.
Register now for early bird discount:
CPA News to Know
   
AICPA Launches New Online Learning Options for Busy CPAs
Small Business Health Insurance Tax Credit Not Seen As Incentive to Provide Employee Health Insurance
AICPA Will Testify at Congressional Hearing to Examine Small Business Health Insurance Tax Credit
Show Your Estate, Tax & Retirement Expertise With the PFS Credential! Prepare for the Winter 2011 PFS Exam With the New 21-hour CPE PFS Exam Review Class at the Advanced PFP Conference
  More News
AICPA Advanced PFP Conference 2012.
January 16-18, 2012 in Las Vegas, NV.
Don’t miss Michelle Golden on “Differentiating Yourself” -- Session # 5.
Register now for early bird discount:
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
 
         
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 over 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 over 70,000 corporate taxation professionals.

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

Subscribe
Clues in over 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 e-mail, newsletter, or change your e-mail address and preferences 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
© 2011 AICPA Inc. All Rights Reserved.

Wealth Management Insider
You are now reading the Wealth Management Insider
Contact the editor

Corporate Information
About CPA2Biz | Join AICPA
Subscribe
Email: Wealth_Insider_subscribe@email.cpa2biz.com
Unsubscribe
Click here to Unsubscribe from Wealth Management Insider.