May 17, 2007 — In This Newsletter:

Headlines

Charitable Giving Using Life Insurance
by Miguel Palma, CPA/PFS
Five steps show your clients how it is effective, simple and not just for the wealthy.

Gifts of Restricted Stock, Options and Closely-Held Interests
by Community Foundations
Clients who own securities that aren’t highly liquid can still give to their favorite charities. Find out how community foundations can help.

Investing in Oils
from CFO Magazine
Indulging your passion for the finer things in life may help you collect handsome returns.

Taking Stock of ESPPs
from Journal of Accountancy
Millions of American workers are “leaving money on the table” because they don’t take advantage of employee stock purchase plans (ESPPs).

Back to Top

WEEKLY SPOTLIGHT

The CPA and the Prenuptial Agreement
by Fred Caspersen
After the honeymoon is over.

Keeping a Pulse on the Ever-Changing Life Settlement Marketplace
Sponsored by Advanced Settlements, Inc.
The life settlement industry is gaining momentum while attracting greater regulatory scrutiny.

Exchange Traded Funds: A Top 10 List for Your Clients
by Neal Frankle, CFP
Why being prudent is key.

Get a Jump on College Tuition
Sponsored by H.D. Vest Financial Services®
The cost of college continues to grow. Help your clients begin saving today.
 
Health Savings Accounts
Sponsored by Paychex
For business owners, HSAs offer smart, cost-effective options for managing health care costs.

Target Low OPEB Risk in Muni Bonds
Sponsored by Thornburg Investment Management
Consider well-managed bond funds to manage risk.  

Back to Top
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.
Back to Top
 




  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
FRx

OPEB Liabilities Add to a Government's Debt Burden, Which Elevates Credit Risk
What does OPEB mean for investors – Thornburg explains.

New! Life Settlements Training-on-Demand From Your Desktop
From Advanced Settlements, Inc.

Get a Jump on College Tuition
H.D. Vest Financial Services® explains how.

Paychex Partner Program from AICPA Business Solutions
Learn about our client satisfaction guarantee today.

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

  AICPA Conferences
Practitioners Symposium
6/4 - 6/6, Chandler, AZ

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

5/24 - Strategies for Today’s Liability Challenges

5/31 - 2007 Professional Ethics Update

6/6 - Form 5500: Qs & As With the DOL

  Resources
AICPA Personal Financial Planning Center
AICPA 360 Degrees of Financial Literacy

 

 
  

Free Flexible Rewards!

$25 Free Credit


Mortgage payment increasing due to a rate change? Let the AICPA-sponsored Home Mortgage Program help. 
Click here for details.



Save 10% on incorporation services for you and your clients from BizFilings, a Wolters Kluwer Company.

Click here for details.

 

     
Subscribe:
Email: Wealth_Insider_subscribe@email.cpa2biz.com

Unsubscribe:
Email: Wealth_Insider_remove@email.cpa2biz.com

To change your email address:
AICPA members:
Click here

Non-members:
E
mail: Service@cpa2biz.com

Sign Up for FREE Newsletter

CPA Insider

Career Insider

Corporate Finance Insider

Tax Insider

View Newsletter on the Web Send Questions/Comments
   
About Newsletter Advertise Recent Issues About CPA2Biz Join the AICPA

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, CPA 2Biz, Inc. or the AICPA. LEGAL NOTICES

CPA2Biz, 100 Broadway, 6th Floor, New York, NY 10005
© 2007 CPA2Biz Inc. All Rights Reserved