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 September 18, 2008 — In This Newsletter:

Headlines

The Vulnerability of High-Net-Worth Widows
by Lewis Schiff
The death of a husband leaves many widows in a fragile emotional state that requires special sensitivity when discussing financial issues.

Also see sponsors Fidelity and Rochdale.

The Financial Planning Relationship
by Donna Wood, CPA/PFS
How to serve your clients properly and promote your business.

Are Donor-Advised Funds Right for Your Clients?
by Kevin Laskowski
Key benefits revealed.

A Civilized Divorce Process
by Tracy Stewart, CPA/PFP
How you can help your clients avoid a messy and destructive divorce.

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WEEKLY SPOTLIGHT

Avoiding Probate and Estate Taxes
by Neal Frankle, CFP
Three benefits you can share with your clients.

Stretch IRAs: Should You Set One Up? 
Sponsored by BNA Software
While good estate tax planning is essential to all wealth management, this is especially true for taking full advantage of an IRA's potential.

Smart Giving
Sponsored by Fidelity Charitable Services®
Maximizing your charitable dollars through donations of appreciated stocks and mutual funds.

Tax-Proofing Client Portfolios for a Changing Political Climate
Sponsored by Rochdale Investment Management
While it is too early to call the election, it is never too early to make proactive portfolio enhancements to improve your clients’ tax situation.

Client Education Points and Opportunities
Sponsored by H.D. Vest Financial Services®
Even during volatile market cycles there are opportunities to advance your clients' financial picture.


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Buying and Selling Businesses: The CPA’s Role
Become the key advisor to your client or employer in buying or selling a business — and earn CPE credit.

Tax, Healthcare and Asset Protection for Aging Clients
Leverage basic tax and financial knowledge into a wide range of custom, value-added services. Earn nine 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.

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.

Didn't find what you were looking for? Visit the AICPA Store.

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  Best Sellers

Retirement Distribution Rules: What the Practitioner Must Know

The Adviser’s Guide to the Revised Trust Accounting Rules
The CPA’s Guide to Retirement Plans for Small Businesses, 2nd Edition

CPA’s Guide to Long-Term Care Planning

  Sponsored Links

Client Education Points and Opportunities
From H.D. Vest Financial Services®.

Penalties for Undervaluing an Estate (PDF)
Learn more from BNA Software.

Get Ahead of the Next Big Thing in Financial Planning
We can help you. Fidelity Charitable Services®.

Share the Secrets of Successful CPA Wealth Managers!
Request your free white paper from Rochdale.

iMetrix
Financial statement info that is ready for action!

  AICPA Conferences

Sophisticated Tax Planning for Your Wealthy Clients
11/10 - 11/11
, New York, NY

Employee Benefit Plans
12/11 - 12/12
, Washington, DC
AICPA Advanced Personal Financial Planning Conference
1/18/2009 - 1/21/2009
, San Diego, CA
  See Full Conferences Calendar
  AICPA Webcasts
9/25 - PCAOB AS 5 — Preparing for Integrated Audits of Non-Accelerated Filers
9/25 - The Important Role of the CPA in Application and Data Integration for Business Reporting
10/2 - AICPA 2008 Nonqualified Deferred Compensation Under Sec. 409A
  Resources
 
  


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