Give Generously, Retire Comfortably
by Community Foundations
Many of your baby boomer clients may be developing charitable giving plans in addition to their retirement plans. Here’s how you can help them balance both.

Also see sponsors Rochdale and Fidelity.

Partnerships for Community Development
by Curtis Sanders/Journal of Accountancy
CPAs can use their expertise to structure partnerships between property owners and community-oriented developers who want to revitalize undervalued areas without displacing current residents and local businesses.

Getting Spending Right
by Lewis Schiff
The impact of client spending habits and changes to the financial professional’s service offerings and compensation models.

A Hedge-Fund Mystery
by Edward Teach/CFO Magazine
Why did a number of equity hedge funds suffer big losses in August 2007 — and what do those losses say about systematic risk?

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Million Dollar Baby
by Neal Frankle, CFP
How Clint Eastwood can help your clients make better investment decisions.

Tax Traps Involving Life Insurance
Sponsored by NFP Insurance Services, Inc.
Improper beneficiary and ownership designations can sometimes have disastrous tax consequences for clients. This article reveals a few of the more common “tax traps.” How many are you familiar with?

Eliminate Taxes Using PPLI, a High-Net-Worth Investor’s
Best Strategy
Sponsored by Rochdale Investment Management
Recent innovations now enable your clients to defer or permanently avoid taxes while investing in highly desirable low volatility hedge funds.

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

Valuation of the Stock of a Closely-Held Business
Sponsored by BNA Software
“Not an exact science,” nevertheless, valuation of the stock of a closely-held business must stand up to IRS scrutiny. This article looks at IRS guidance for determining value.

Maximizing Financial Value
Sponsored by Noble Royalties Inc.
While the approach known as “buy low and sell high,” is generally associated with the stock market, a similar approach holds true for most any financial asset.

Sid Kess’ Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Insuring Your Client’s Future
Find the best strategies for reducing taxes and building, conserving and passing wealth to the next generation while at the same time avoiding abusive strategies. Earn up to 4 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.

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.

Financial and Tax Planning for High-Income Clients

Express Wealth Planner™

Retirement Distribution
Practice Aids

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