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 January 17, 2008 — In This Newsletter:

Headlines

The Affluent and Retirement
by Lewis Schiff
The three areas of greatest concern to high-net-worth clients are reducing their taxes, preserving their wealth and providing for their heirs. Are you taking care of them?

How Client Education and Communication Tools Can Benefit
Your Practice

by Daniel Snyder, CPA
Juggling client needs with our schedules is a common issue facing financial planners. Learn how you can save time and improve
client retention.

The Appeal of Charitable Lead Trusts
by Elaine Floyd, CFP
Charitable lead trusts can offer your clients dependable vehicles for supporting their favorite charities, preserving intergenerational wealth and accumulating significant tax advantages.

Donor-Advised Funds: Preparing for Closer Scrutiny
by Nick Tarlson/Journal of Accountancy
How to advise your clients on the shifting landscape of donor-advised funds.

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WEEKLY SPOTLIGHT

Offering Financial Services to Clients?
by Neal Frankle, CFP
Four business models revealed.

Smart Giving
Sponsored by Fidelity Charitable Services®
Maximizing your charitable dollars through donations of appreciated stocks and mutual funds.

Guidelines for Advisors on the Uniform Prudent Investor Act
Sponsored by Thornburg Investment Management
Learn how the UPIA affects professional trustees.

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Financial and Tax Planning for High-Income Clients
Develop strategies for newly acquired wealth, wealth transfer and asset protection — and earn up to 10 CPE credits.

Best High-Powered Tax Planning Strategies for Increasing Wealth
With fully coordinated planning techniques, you can increase your client's cash flow and protect his or her assets while reducing income and estate taxes. Earn up to 16 CPE credits.

The CPA’s Guide to Retirement Plans for Small Businesses,
2nd Edition

This new edition of Gary Lesser’s popular guide provides latest approaches and techniques. Add on Plan Illustration Software for quick results.

Tax, Healthcare and Asset Protection for Aging Clients
Find strategies for transferring assets in order to protect them, and guidance on income, gift, estate and trust tax issues. Earn up to 9
CPE credits.

Didn't find what you were looking for? Visit the AICPA Store.
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  Best Sellers
Monte Carlo Retirement Calculator

The Adviser’s Guide to the Revised Trust Accounting Rules

Express Wealth Planner™

Retirement Distribution
Practice Aids

  Sponsored Links
 

Get Ahead of the Next Big Thing in Financial Planning
We can help you. Fidelity Charitable Services®.

Thornburg Investment Income Builder Fund
Aims to provide growing dividend income (Fund may not meet its objectives).

  AICPA Conferences

AICPA/AAML National Conference on Divorce
5/8 - 5/9
, Las Vegas, NV

Tax Strategies for the High-Income Individual
5/8 - 5/9
, Las Vegas, NV

Employee Benefit Plans
5/13 - 5/15
, Las Vegas, NV
  See Full Conferences Calendar
  AICPA Webcasts

1/24 - Understanding FAS 157

1/29 - The Small Firm Advantage
1/30 - Tales of the Tax Return
  Resources
AICPA Personal Financial Planning Center
AICPA 360 Degrees of Financial Literacy
 
  

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