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September 20, 2007 — In This Newsletter:

Headlines

Solve Your Top Clients’ Advanced Planning Needs
by Lewis Schiff
How financial professionals can leverage a private wealth platform to generate significant new revenue for their firm.

Also see sponsors and Noble Royalties and National Financial Partners.

What You Should Know About 1031 Exchanges
by Jerry McCarthy, CPA/PFS
Three rules for identifying replacement properties for a 1031 tax exchange revealed.

Planned Giving Basics
by Community Foundations
If you don’t work with planned financial gifts every day, here are the basics that will help you serve your clients better.

Wealth Building With Real Estate
by Alan Haft
Three little ideas that can mean big upside for your clients.

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WEEKLY SPOTLIGHT

Mortgage Madness
by Neal Frankle, CFP
Why your clients should base their investment decisions on the stock market. 

Passing the Torch
Sponsored by Fidelity Charitable Services®
Helping your clients instill solid philanthropic values in their children and grandchildren. 

Maximizing Financial Value
Sponsored by Noble Royalties Inc.
While the approach known as “buy low and sell high,” is generally associated with the stock market, a similar approach holds true for most any financial asset. 

Retirement Planning and Non-Spousal Beneficiaries
Sponsored by BNA Software
Retirement distribution planning can shield heirs from large amounts of tax exposure. Now a recent law change extends relief to non-spousal beneficiaries.

Is Fee Planning Right for You?
Sponsored by H.D. Vest Financial Services®
Discover the advantages fee planning could offer you and your clients.

Premium Leveraging Arrangements
Sponsored by National Financial Partners Corp. (NFP)
Five key exit strategies revealed.

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Critical Tax Issues and Money Management Ideas for Your Growing, Middle Income Clients
Start you clients on the steps to financial security by guiding them through planning for income and deductions, home ownership, savings, investments and retirement — and earn CPE credit.

Tax, Healthcare and Asset Protection for Aging Clients
Find strategies for transferring assets in order to protect them, and guidance on income, gift, estate and trust tax issues. Earn CPE credits.

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.

Retirement Distribution Practice Aids — Updated!
Download a collection of letters, forms, checklists and related guidance in Word and PDF formats.

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

Express Wealth Planner™

The Adviser’s Guide to Family Business Succession Planning

Innovative Tax Planning for Individuals and Sole Proprietors

Monte Carlo Retirement Calculator

  Sponsored Links
Is Fee Planning Right for You?
From H.D. Vest Financial Services®.

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

Maximizing Value of Your Energy Assets
The role that royalties can play in your portfolio. Sponsored by Noble Royalties.

Tax Relief for Nonspousal Beneficiaries
Learn more from BNA Software.

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

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

Advanced Planning Workshop
Latest solutions for HNW clients. Increase revenues, not costs. NY, Chicago Fall '07.

  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 Conf.
1/21/2008 - 1/23/2008,
Las Vegas, NV
  See Full Conferences Calendar
  AICPA Webcasts
10/4 - PCAOB Insights on Internal Control: A Discussion on AS No. 5
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

 

 
  

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New Program! Save 10% on products and free logo setup thru 9/28. 
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Receive a $200 closing cost rebate with a funded mortgage thru the AICPA Sponsored Home Mortgage Program.
Click here for details.

     

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