Death and Taxes Respect No Borders
by Lewis Schiff
For multinational families, advanced planning teams look for global solutions.

Rethinking IRAs
by Annette Nellen, CPA/Esq.
Despite the availability of IRAs, millions of individuals have no retirement savings. How can this 1970s retirement vehicle be improved to serve today’s workers?

Giving in Tough Times
by National Center for Family Philanthropy
How you can help and advise your clients in a slow economy.

Technical Issues Surrounding Business Succession
by Anthony Rizzutto, CPA/PFS
Practical tips divulged.

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Strategies for a Down Market
by Neal Frankle, CFP
In the last eight months, the Dow has dropped more than 20 percent. What is a prudent investor to do now? Tips for advisors revealed.

Avoiding the Wrap Trap
Sponsored by Rochdale Investment Management
How to help clients get the most from separate account management.

Living Trusts and the Emergence of the Qualified Retirement Plan Inheritance Trust
by Joseph Welch, JD
QRP inheritance trusts can have many advantages over traditional living trusts. Here’s why.

Eradicating Advisor Diversification
Sponsored by H.D. Vest Financial Services®
Learn how to gather more assets from your clients by eradicating advisor diversification.

The Relationship Between Time and Money
Sponsored by Noble Royalties Inc.
Though often prudent and far-sighted, even deferred gratification calls for situational analysis. In fact, treating it as a one-size-fits-all financial strategy actually contradicts good financial sense.

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.

Innovative Tax Planning for Individuals and Sole Proprietors
Increase client wealth by focusing on tax-saving angles and exploring investment opportunities. Earn 15 CPE credits.

Retirement Distribution Rules: What the Practitioner Must Know
Gain an overview of benefit planning distribution issues and avoid common errors. Over 70 examples provide insight on practical application. Earn nine CPE credits.

The CPA’s Guide to Retirement Plans for Small Businesses, 2nd Edition
Gary Lesser’s popular guide provides latest approaches and techniques. Add Plan Illustration Software for quick results.

CPA’s Guide to Long-Term Care Planning

Express Wealth Planner

The Adviser’s Guide to the Revised Trust Accounting Rules

Sid Kess’ Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Insuring Your Client’s Future

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