July 19, 2007 — In This Newsletter:

Headlines

Middle-Class Millionaires, Part 2
by Lewis Schiff
How CPAs can service this niche market.

Help! My Required Distribution Ate My Retirement Account
by Bruce A. Tannahill, CPA/PFS
Tips on how you can help your client in this situation.  

Donating Retirement Assets
by Mary Command
When your clients make testamentary gifts to charity, they can significantly reduce the tax burden of their estates and tailor their donations to fit their charitable goals.

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WEEKLY SPOTLIGHT

Charitable Lead Annuity Trusts
by Michael Korbholz
How a charitable lead annuity trust can be used advantageously in one’s estate plan.

Serving Affluent Clients
Sponsored by Advanced Settlements, Inc.
Connecting the dots between estate planning, philanthropy and life settlements.

Don’t Let Bad Retirement Planning Turn Your Client Into a Girly Man
by Neal Frankle, CFP
Tips revealed on how CPAs can really help their clients.

Wealth Management, Tax Planning and Private Annuities
Sponsored by BNA Software
Under the right circumstances, a private annuity can provide excellent wealth management opportunities. Here’s what to consider.  

Discover Investment Opportunities in Baby Boomer Clients’
Tax Returns

Sponsored by H.D. Vest Financial Services®
By reviewing your clients’ tax returns, you will have a wealth of information at your fingertips.
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Best Tax and Financial Planning and Money Management Ideas for Your Growing, Middle Income Clients — Updated for 2007
Help clients achieve long-term financial security through personalized game plans. Earn 12 CPE credits.

Innovative Tax Planning for Individuals and Sole Proprietors — Updated for 2007
Find the latest techniques for building and conserving wealth employing beneficial tax planning and investment strategies — and earn CPE credit.

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.

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™

Monte Carlo Retirement Calculator

Insurance and Annuity Analyzer

  Sponsored Links

Life Settlements Transparency & Full Disclosure Now Available
From Advanced Settlements, Inc.

The Pros and Cons of Private Annuities
Learn more from BNA Software.

Discover Investment Opportunities in Baby Boomer Clients’ Tax Returns
H.D. Vest Financial Services® explains how.

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

  AICPA Conferences
Sophisticated Tax Planning for Your Wealthy Clients
10/1 - 10/3, New York, NY

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

  See Full Conferences Calendar
  AICPA Webcasts
9/18 - SEC Quarterly Update Webcast Series — Third Quarter 2007
12/18 - SEC Quarterly Update — Fourth Quarter 2007
  Resources
AICPA Personal Financial Planning Center
AICPA 360 Degrees of Financial Literacy

 

 
  

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