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December 15, 2011
Wealth Management Insider
  IN THIS ISSUE:   > Practice Management    > Employee Benefits    > CPA News to Know   > Sponsored Links      Feedback Contact Us  
AICPA/AAML Conference on Divorce.
Technical (tax, valuation, litigation, etc) and practice management skills in the field of divorce services.
Take advantage of super early bird discount by January 31!
Register here:
Practice Management
Do Your Clients Have Family
Risk-Management Policies?
by Patricia Annino, JD, LLM
Here are three reasons why you should encourage your clients to have one today.
Value-Added Service for Your Divorcing Clients
by Tracy Stewart, CPA, PFS
Be a hero to your clients by showing them alternatives to an expensive divorce.
Donating Complex Assets to Charity (PDF)
Sponsored by Fidelity Charitable
An effective and tax-efficient way to make more of a difference.
Silent Safety: Best Practices for Protecting the Affluent (Publication)
AICPA/AAML Conference on Divorce (Conference)
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Earn the only CPA-exclusive financial planning credential today.
PFS Exam registration closes December 31, 2011.
Employee Benefits
Life Insurance Policies in a Medical Corporation
by Peter Katt, CFP, LIC
Common errors exposed.
The 10 Most Powerful Postmortem Planning Pointers for Trusts and Estates
by Karen Cohen/The Tax Adviser
The next generation of investment risk management is within our grasp.
Insurance Industry Developments — 2011/12 Audit Risk Alert (Publication)
Form 1041: Income Taxation of Estates and Trusts (CPE)
AICPA Advanced Personal Financial Planning Conference
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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.
  Win an iPad 2!
Submit your review of the AICPA publication or CPE product you recently used and you could be the lucky recipient of an iPad 2. Click here for more details.
Didn't find what you were looking for? Visit the AICPA Store
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AICPA Member Discount Program
Save 10 percent on Dell branded electronics and accessories with coupon code X1L1HQ90JT94BS. Now through 1/28/2012. Click here for details.
Save on shipping this tax season. AICPA Members save up to 29 percent on select FedEx® shipping services. Click here for details.
  Office Depot  
Get ready for tax season with savings on Office Depot copy paper now through 1/31/2012. Item # 273646 now $33.25/case. 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.
AICPA Advanced Personal Financial Planning Conference.
January 16-18, 2012 in Las Vegas, NV.
New 2-day classes! January 15-16:
Implementing PFP services; PFS Exam Review Class.
CPA News to Know
Consumer-Driven Health Plans Show Continued Growth, Now Cover Seven Percent of Adult Population (PDF)
AICPA Supports IRS Goal of Real Time Tax System
403(b) Plans Progressing Despite Shaky Economy
  More News
The Ethical World of the Personal Financial Specialist.
Ted Sarenski, CPA, PFS, explains.
What Is the Ethical World of the Personal Financial Specialist?
Ted Sarenski, CPA, PFS, explains.
4 Common Estate Planning Mistakes ... and how to avoid them
Battleship Is Not a Game You Play With Clients
Did Mom File Her Tax Return?
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