About Newsletter     Advertise     About CPA2Biz     Join AICPA     Join PFS     

March 19, 2009 — In This Newsletter:

The New Retirement: 70 Is Yesterday's 50
by Lewis Schiff
For many affluent clients, the economic crisis means leaving behind old ideas about retirement and creating new long-term goals.


Are Pension Benefits Really Worth More in Divorce?
by Tracy Stewart, CPA, PFS
While 401(k) account values have plummeted, the calculated value of pension plans get a lift from reduced interest rates.

Legacies in Limbo
by Jerry Love, CPA, PFS
Why now's a good time for seniors to reposition their portfolios for the next generation.

Funding Charitable Projects Locally
by Community Foundations
Americans give billions of dollars to charity. Though the big international donations often grab the headlines, most funds went toward humble projects.

Back to Top


The World of Rebalancing Software
by Neal Frankle, CFP
How to conquer and reign.

Back to Top


Write a Product Review and You Could Receive an
iPod™ Touch …

Review any publication or CPE course you have used. It’s easy.
Learn more.

Inherited IRAs — What the Practitioner Needs to Know
Know the common errors involving retirement distributions where a few missteps can wipe out a substantial portion of inherited IRA assets.

Estate Planning Essentials: Tax Relief for Your Clients' Estates
Explore the use of wills, trusts and life insurance as vehicles to reduce the estate tax. Advise clients on the most tax efficient way to structure their affairs to minimize the taxation on the transfer of their wealth to intended beneficiaries. Earn 12 CPE credits.

Critical Tax Issues and Money Management Ideas for Your Growing, Middle Income Clients
With totally integrated tax and financial planning strategies, help clients reeling from stock market downturns to plan ahead and build financial security. Earn 12 CPE credits.

Critical Tax Issues for Increasing Wealth
Turn your older, wealthier and self-employed tax clients into profitable financial planning clients — and earn 16 CPE credits.

Didn't find what you were looking for? Visit the AICPA Store.

Back to Top


  Best Sellers
Express Wealth Planner™
CPA's Guide to Long-Term Care Planning
The CPA's Guide to Retirement Plans for Small Businesses, Second Edition
Sid Kess' Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Insuring Your Client's Future
  Sponsored Links
NEW! AICPA Economic Crisis Resource Center
The online resource for CPAs during these difficult times.
Economic Crisis Webcast Series
FREE Infocast: "Avoiding Restructuring & Bankruptcy." March 30, 2pm.
  AICPA Conferences
Tax Strategies for the
High-Income Individual

5/7 - 5/8
, Las Vegas, NV
AICPA National Conference on Employee Benefits Plans
5/18 - 5/20
, Orlando, FL
AICPA Advanced Estate Planning Conference
7/20 - 7/22
, San Diego, CA
See Full Conferences Calendar
  AICPA Webcasts
3/25 - IT Considerations in Risk-Based Auditing
3/31 - IFRS Quarterly Webcast Series — First Quarter 2009
4/1 - XBRL — Transforming Financial Reporting


Free Flexible Rewards Program and a
$75 Credit when you sign up for the
AICPA Platinum Visa.
Click here for details.

Obtain a new or refinanced mortgage
and receive a $200 credit on
closing costs!
Click here for details.

New Program! 10 percent discount on monthly recurring charges for new
or existing customers and
quarterly specials!
Click here for details.

View More AICPA Member Elite Values



View Newsletter on the Web

Email: Wealth_Insider_subscribe@email.cpa2biz.com

Email: Wealth_Insider_remove@email.cpa2biz.com

To change your email address:
AICPA members:
Click here

Email: Service@cpa2biz.com

Sign Up for FREE Newsletter

CPA Insider

Career Insider

Corporate Finance Insider

Corporate Taxation Insider

Tax Insider

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,

CPA2Biz, 100 Broadway, 6th Floor, New York, NY 10005
© 2009 CPA2Biz Inc. All Rights Reserved