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AICPA
November 18, 2010
Wealth Management Insider
AICPA
  IN THIS ISSUE:   > Practice Management  > Employee Benefits   > CPA News to Know   > Video  > New In The Store    Feedback Contact Us  
 
 
AICPA Advanced Personal Financial Planning Conference.
January 10-12, 2011 at the Bellagio in Las Vegas, NV.
Advanced program, outstanding networking, help implementing PFP.
Register here:
 
Practice Management
   
What Do Wealth Counselors Think About Their Clients?
by Lewis Schiff
Advisors to wealthy families speak out about their clients and their careers in a new study.
 
   
Financial Planning for Women
by Nadine Gordon Lee, CPA, PFS
70 percent of widows fire their advisors within a year. What can you do to attract and retain your female prospective clients?
 
 
   
Taking the Mystery Out of Managed Futures for Your Clients
Sponsored by Equity Trust
Managed futures are increasingly used in creating diversification and asset allocation strategies aimed at advancing the clients’ portfolio values and a firm’s business. Removing the mystery for clients is key.
 
         
   
Show Your Estate, Tax & Retirement Expertise With the PFS Credential!
Prepare for the November/December 2010 PFS Exam with a 32.5 hour CPE self-study course covering estate, retirement, tax, investment, and insurance planning. Discounts are available. Order at CPA2Biz website. For more information, go to aicpa.org/pfp/pfs.
 
Life Cycle Planning for the CPA Practice: Practical Strategies and Forms (Publication)
Securing the Future: Building a Succession Plan for Your Firm (Publication)
AICPA Advanced Personal Financial Planning Conference
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Securing the Future: Building a Succession Plan for Your Firm.
Two-book set with succession planning expert Bill Reeb.
 
Employee Benefits
   
Life Insurance Advice
Edited by Bryan Schick, CPA
Two kinds of risks exist for advisers giving advice to their clients about life insurance.
 
 
   
Healthcare Reform Mandates Immediate Changes
by Alistair Nevius/Journal of Accountancy
Some programs established under the healthcare reform legislation are already in effect. The re-insurance program for early retirees became effective on the date of enactment.
 
The Adviser's Guide to Health Savings Accounts New Edition (Publication)
Life Insurance: How to Use It to Your Client’s Advantage (Publication)
 
New In The Store
  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.
 
Rebirth of Roth
Get up to speed with current Roth investment regulations and investment strategies.
2010 Individual Tax Returns Videocourse (CPE)
Reinforce your understanding of frequently used principles and receive a wealth of tax planning tips and strategies.
Didn't find what you were looking for? Visit the AICPA Store
 
AICPA Member Discount Program
.
  Dell  
Receive the best price on fully loaded consumer PCs and select business PCs, including premium models like XPS, Latitude and Alienware™.
Click here for details.
 
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  Wells Fargo  
Take advantage of low mortgage rates and receive a $200 gift card when you close your purchase or refinance loan.
Click here for details.
 
line
  Biz Fillings  
Double your AICPA member discount in November and December. Save 20 percent on incorporations, DBAs, Reinstatements and more.
Click here for details.
 
 
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Special Educational Series:
Move the Dial With Managed Futures.
A Case for Managed Futures: How to Increase Business During Up and Down Markets.
December 8, 2010 at 2:00pm ET.
From Equity Trust Company.
Register here:
Sponsored Links
   
Taking the Mystery Out of Managed Futures
Exclusive webinar with Equity Trust and MF Global.
Life Cycle Planning for the CPA Practice: Practical Strategies and Forms.
Addressing Life-Long Practice Issues …
Planning for the Sole Practitioner …
Buying, Selling, or Merging Your Firm … and more.
Order here:
CPA News to Know
   
Don’t Miss JP Morgan Funds Chief Market Strategist, Dr. David Kelly Keynote at AICPA Advanced Personal Financial Planning Conference
AICPA Files Brief With NY Court of Appeals
AICPA Calls on Congress to Repeal Section 1099 Reporting Requirements
Video
CPAs and Financial Literacy
Jordan Amin, chair of the AICPA's National CPA Financial Literacy Commission, outlines efforts to promote awareness in personal finance.
   
CPAs and Financial Literacy
Jordan Amin, chair of the AICPA's National CPA Financial Literacy Commission, outlines efforts to promote awareness in personal finance.
TWITTER TICKER:
1099s — The Good, the Bad and the Ugly ow.ly/38Z9P
Eight Trends in Affluent-Client Communications ow.ly/2XgAR
Assisting Clients With Their Medicare Part D Prescription Drug Coverage ow.ly/369OE
 
 
         
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