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.

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

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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.

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