Alternative Investments: Are You Ready for Advanced Planning?
by Lewis Schiff
How to move beyond average.

Tackling Growing Intricacies in Wealth Management
by Jerry Nightingale, MBA/CPA
To be more proficient with your tasks as a wealth manager, you need to practice, practice and practice perfectly.

The Power of Collective Investment
by Community Foundations
Have your clients considered unrestricted gifts to their communities? They may be one of the most powerful ways to make a lasting difference.

Employee Benefits: Managed Accounts
from Journal of Accountancy
A growing number of companies are offering employees professionally managed accounts for their 401(k) assets.

Back to Top

Incentive Trusts for Children
by Katherine Ohlandt
Motivating children to make worthwhile life decisions.

2007 Study of Real Real Returns
Sponsored by Thornburg Investment Management
Learn how to analyze your investments for their real value after inflation, fees and taxes.

Market Volatility Concerns? Read On
Sponsored by H.D. Vest Financial Services®
If you or your clients are concerned about market volatility, it’s time to touch base.

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 Up to 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.

Express Wealth Planner™

Monte Carlo Retirement Calculator

Insurance and Annuity Analyzer

To change your email address:
AICPA members:
Click here

Non-members:
Email: Service@cpa2biz.com

Sign Up for FREE Newsletter

CPA Insider

Career Insider

Corporate Finance Insider

Coporate Taxation Insider

Tax Insider