August 16, 2007 — In This Newsletter:

Headlines

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

WEEKLY SPOTLIGHT

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.

Back to Top

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.

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™

Monte Carlo Retirement Calculator

Insurance and Annuity Analyzer

  Sponsored Links

Discover the Value of Partnership With NFP
Click here for more information.

Market Volatility Concerns?
Read On

From H.D. Vest Financial Services®.

Thornburg's Annual Economic Study of Real Real Returns
See how different types of investments are impacted by inflation, fees, and taxes.

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

  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

Advanced Personal Financial Planning Conference
1/21/2008 - 1/23/2008, Las Vegas, NV
  See Full Conferences Calendar
  AICPA Webcasts
9/18 - SEC Quarterly Update Webcast Series — Third Quarter 2007
10/18 - Finance and Accounting Outsourcing: Minimizing Risks, Managing Relationships
12/18 - SEC Quarterly Update — Fourth Quarter 2007
  Resources
AICPA Personal Financial Planning Center
AICPA 360 Degrees of Financial Literacy

 

 
  

Free Flexible Rewards!

$25 Free Credit


Save up to $490 on select ThinkPad notebooks.
Click here for details.



Learn about additional savings with prepaid shipping via ShipReady.
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:
Email: Service@cpa2biz.com

Sign Up for FREE Newsletter

CPA Insider

Career Insider

Corporate Finance Insider

Coporate Taxation Insider

Tax Insider

Send Questions/Comments
 

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