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 November 15, 2007 — In This Newsletter:

Headlines

The Cocktail Party Fallacy
by Eugene Fama, Jr.
How to advise clients fishing for quick tips.

Selling a Business, Helping Others
by Ellen Uzelac
There is no better time for your client to make a difference than when selling a successful business. Timing is everything when it comes to giving.

Keeping It in the Family
by Lewis Schiff
More than money is at stake when assets transfer to clients’ children. High-net-worth clients are particularly concerned about reducing their taxes, preserving their wealth and providing for their heirs.

The Real Estate Investor Versus the Stock Market Investor
by Lester Snyder, JD/LLM
Cherry-picking theory debunked.

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WEEKLY SPOTLIGHT

Should You Offer Investment Services to Your CPA Clients?
by Neal Frankle, CFP
Key strategies for success identified.

Is It Time to Terminate an Equity Split Dollar Plan?
Sponsored by NFP Insurance Services, Inc.
Even though many clients missed the December 31, 2003 safe harbor deadline, terminating the arrangements now and accepting the tax consequences might still be the most prudent course of action.

Redemption As an Estate Planning Technique
by Fred Caspersen
Two tips revealed.

Five Tips to Increase Advisor Worth 
Sponsored by H.D. Vest Financial Services®
Enhance your value as your clients’ Advisor by helping them make strategic decisions regarding their wealth.

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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.

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 up to 9 CPE credit.

Retirement Distribution Practice Aids — Updated!
A download collection of letters, forms, checklists and related guidance in Word and PDF format.

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 up to 9 CPE credits.

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

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  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.
1/20/2008 - 1/23/2008,

Las Vegas, NV
  See Full Conferences Calendar
  AICPA Webcasts

11/20 - Succession Assessment — Is Your Firm Being Realistic?

12/12 - Using Media Outreach to Attract Clients and Promote Your Financial Planning Practice

12/18 - SEC Quarterly Update Webcast Series — 4Q 2007

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

 

 
  

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Lands' End
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