June 14, 2007 — In This Newsletter:

Headlines

Middle-Class Millionaires: A Unique Phenomenon
by Lewis Schiff
How to measure the middle-class millionaire, so you can find, service and profit from them.

Optimize Charitable Giving
by Mary Command
Helping your clients find the perfect fit.

Estate Planning: For the Children
by Michael Schneider, CPA/PFS
Minimize estate taxes by providing the best mix for your beneficiaries.

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WEEKLY SPOTLIGHT

Tapping Into Home Equity?
by Neal Frankle, CFP
Key reasons why your clients should not.

The Value of Paying Attention
Sponsored by National Financial Partners Corp. (NFP)
Helping clients get the most from their life insurance.

Can Co-Owners Get Along After a Successful Transfer of Real Estate?
by Lara Gilman
Seven tips show you how.  

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

Wealth Management, Tax Planning and Charitable Donations
Sponsored by BNA Software
If properly structured, charitable donations can save both income and estate taxes. Here are some possible strategies.

Enhance Client Satisfaction by Offering Retirement Plan Audits  
Sponsored by H.D. Vest Financial Services®   
It’s a good idea for companies to self-audit their retirement plans by working with you.

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

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 recent 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
Paying for College: Tax Strategies and Financial Aid

The Adviser’s Guide to Family Business Succession Planning

Express Wealth Planner™

Monte Carlo Retirement Calculator
  Sponsored Links
FRx

Enhance Client Satisfaction by Offering Retirement Plan Audits
H.D. Vest Financial Services® explains how.

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 from Fidelity Charitable Services®.

Minimize Both Income and Estate Tax Exposure as Part of a Wealth Management Plan
Learn more from BNA Software.

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

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

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

Sophisticated Tax Planning for Your Wealthy Clients
10/1 - 10/2, New York, NY

Employee Benefit Plans Accounting, Auditing and Regulatory Update
12/13 - 12/14, Washington, DC

  See Full Conferences Calendar
  AICPA Webcasts

6/18 - State and Local Government Strategic Briefing – 2007/2008

6/19 -  SEC Quarterly Update Webcast Series — Second Quarter 2007

9/18 - SEC Quarterly Update Webcast Series — Third Quarter 2007

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

 

 
  

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