October 18, 2007 — In This Newsletter:

Headlines

When to Help Your Clients Say NO to Tax Deferral
by Neal Frankle, CFP
The truths and fallacies of annuities revealed.

The Three Essential Elements for Client Trust
by Rick Telberg
Clients tell investment advisors what it takes to gain their confidence.

The Private Wealth Specialist, Part 2
by Lewis Schiff
The role of the private wealth specialist and how client-focused relationships actually work.

Giving As a Family
by Community Foundations
Extend your practice to the next generation by helping your clients and their families fulfill their charitable goals. Here are key questions you should be asking today.

Question of the Month:
CPAs sound off on financial planning services. Join the discussion.

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WEEKLY SPOTLIGHT

Selecting a Guardian
by Katherine Ohlandt and Lara Gilman
Naming a guardian for their minor child may be the most important estate planning decision your clients make, and yet often one of the more difficult decisions.

Donating Non-Cash Assets to Charity Can Help Maximize
Tax Benefits

Sponsored by Fidelity Charitable Services®
Clients looking to take advantage this year should act soon.

Discover the New School of Asset Allocation 
Sponsored by H.D. Vest Financial Services®
Fee planning could help you design a portfolio that adheres to your client’s goals.

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Critical Tax Issues and Money Management Ideas for Your Growing, Middle Income Clients
Start your 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 credit.

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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Discover the New School of Asset Allocation
From H.D. Vest Financial Services®.

  AICPA Conferences

Sophisticated Tax Planning for Wealthy Clients
11/26 - 11/27, 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

10/23 - Strategies for Today’s Liability Challenges: Back to Basics

10/30 - Understanding and Implementing the Statement on Standards for Valuation Services

11/14 - Safeguarding Information Assets Part II

  Resources
AICPA Personal Financial Planning Center
AICPA 360 Degrees of Financial Literacy

 

 
  

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$25 Free Credit




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