April 19, 2007 — In This Newsletter:


The Most Important Tax Strategy for Your High Net-Worth Clients
by Neal Frankle, CFP
How you can help your clients strategize around their estate taxes today, so they can reap the benefits later.

Also see sponsors Fidelity Charitable Services and Columbia Teachers College

Talking to Your Clients About Charitable Giving
by Community Foundations
Have you put off the charitable giving conversation? Learn four great ways to get the ball rolling and enrich your advisor-client relationship.

Financial Planners: Start Your Engines
by Sukanya Mitra
Niche clientele market waiting to be advised.

The Funding Dilemma: Retirement or College?
from The Tax Adviser
If your client can save for only one of these goals, they should fund their retirement. Simply put, money can be borrowed for college, but not for retirement.

Question of the Month:
Sallie Mae, the largest student loan company in the U.S., has just announced plans to go private in a $25 billion arrangement. What problems or opportunities do you foresee? Send in your comments.

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Giving Away the Farm  
by Katherine Ohlandt
How savvy parents make gifts to young children.

Buy-Sell Planning: Amicable Divisions and Russian Roulette 
Sponsored by National Financial Partners Corp. (NFP)
A poorly crafted buy-sell agreement can be disastrous to the well-being of a wealthy individual’s family in the event of death or disability. Here’s why.

Passing the Torch  
Sponsored by Fidelity Charitable Services®
Helping your clients instill solid philanthropic values in their children and grandchildren.

Help Your Clients Avoid an Excise Tax of Up to 50 Percent
Sponsored by H.D. Vest Financial Services®
Ensure that when your client(s) turn 70½, they take their Required Minimum Distribution.

Seeking Relief From Market Volatility Swings?
Sponsored by Thornburg Investment Management
Consider the role of fixed income instruments in any well-balanced portfolio.

Certificate in Financial Planning Offered Online
Sponsored by Teachers College Columbia University
Today's demographic shifts present an opportunity for CPA firms, both large and small, to expand the scope of their services.

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Retirement Distribution Practice Aids — Updated!
Download a collection of letters, forms, checklists and related guidance in Word and PDF format.

The Adviser’s Guide to the Revised Trust Accounting Rules
The problem is, no one knows about this stuff ...,” says author Sy Goldberg in a Feb.19 Business Week article on how to boost income to survivors.

Insurance and Annuity Analyzer™
A powerful tool for creating realistic projections of policy costs, cash values and amounts at risk. Available as an electronic download file.

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

The Adviser’s Guide to Family Business Succession Planning

Express Wealth Planner™

Paying for College: Tax Strategies and Financial Aid

Monte Carlo Retirement Calculator
  Sponsored Links

Highly Rated Fixed Income Holdings Have Lower Volatility and Higher Risk-Adjusted Returns Than Equities
Thornburg explains.

Discover the Value of Partnership With NFP
Click here for more information.

For Many Clients, Charity Begins At Home. It Should Begin At Your Office
Learn more at Fidelity Charitable Services®.

Financial Planning Certificate – Teachers College Columbia University
Earn it online. Expand and grow your business.

Save on HP Technology for Financial Professionals

Help Clients Avoid an Excise Tax of Up to 50%
H.D. Vest Financial Services® explains how.

Life Settlement Bidding Transparency & Compensation Disclosure Report
From Advanced Settlements, Inc.

Get Expert Insight From the Leading Source of Real Property Valuation for Accountants

  AICPA Conferences

Tax Strategies for the High Income Individual
4/30 - 5/1, Las Vegas, NV

Serving Your Aging Clients
6/7 - 6/8, Las Vegas, NV

Advanced Estate Planning Conference
7/23 - 7/25, Boston, MA

See Full Conferences Calendar

  AICPA Webcasts

4/30 - Employee Benefit Plans Strategic Briefing – 2007/2008

5/16 - CFO Quarterly Roundtable Series – Second Quarter 2007

5/17 - Internet Marketing: Evaluating the Value Proposition

AICPA Personal Financial Planning Center
AICPA 360 Degrees of Financial Literacy



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