About Newsletter     Advertise     About CPA2Biz     Join AICPA     Join PFS     

November 20, 2008 — In This Newsletter:
*HEADLINES  *STRATEGIES *NEW IN THE STORE
*VIDEO SNACKS *SUBSCRIBE *INDUSTRY NEWS
 
     Headlines

Life Insurance: The Oft-Missed Financial Tool
by James McHale, CPA, PFS
How you can add this service to your practice and grow your clientele.

     

Giving During Tough Times
by Kevin Laskowski
How your client's family foundation or fund can help struggling nonprofits weather an economic downturn while still making a difference.

401(k) Concerns and Ideas
by Annette Nellen, CPA/Esq.
The current financial crisis has brought renewed attention to whether 401(k) retirement plans are adequately serving workers.

Guidance on S Corporation Life Insurance Premiums Raises Questions
by Kevin Walsh/The Tax Adviser
The IRS recently issued long-awaited guidance on the treatment of life insurance premiums paid and life insurance proceeds received by an S corporation.

Back to Top

     WEEKLY SPOTLIGHT
     

The 401(k) Solution
by Neal Frankle, CFP
How to best advise your clients.

Offshore Investment Management: The Next Dimension in Asset Protection and Risk Management
Sponsored by Rochdale Investment Management
Weathering this financial storm requires advanced strategies for risk management, asset protection and diversification. Offshore investment management should be considered by any high-net-worth individual attempting to preserve and diversify wealth.

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

Generation-Skipping Transfers: What You Need to Consider
Sponsored by BNA Software
This article will give you a basic understanding of the GST tax and what you need to consider for successful wealth management.

Back to Top

     

Write a Product Review and You Could Receive an
iPod™ Touch …

Review any publication or CPE course you have used. It’s easy.
Learn more.

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.

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.

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.

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.

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

Back to Top

 





  Best Sellers
The CPA’s Guide to Retirement Plans for Small Businesses,
2nd Edition
CPA’s Guide to Long-Term
Care Planning
Retirement Distribution Rules: What the Practitioner Must Know
Express Wealth Planner
  Sponsored Links
Share the Secrets of Successful CPA Wealth Managers!
Request your free white paper from Rochdale.
Get Ahead of the Next Big Thing in Financial Planning
We can help you. Fidelity Charitable Services®.
Emergency Economic Stabilization Act of 2008 (PDF)
Learn more from BNA Software.
  AICPA Conferences
Employee Benefit Plans
12/11 - 12/12
, Washington, DC
AICPA Advanced Personal Financial Planning Conference
1/19/2009 - 1/21/2009
, San Diego, CA
Tax Strategies for the
High-Income Individual

5/7/2009 - 5/8/2009
, Las Vegas, NV
See Full Conferences Calendar
  AICPA Webcasts
12/1 - 2008 Tax Legislation …What
You Need to Know Before THIS
Busy Season
12/4 - Audit Risk Alert for Year-End 2008/2009
12/16 - XBRL – Transforming Financial Reporting
  Resources





 



  


Free Flexible Rewards Program and a $75 Credit when you sign up for the AICPA Platinum Visa.
Click here for details.



Chase Paymentech makes it easier
and more affordable for you to accept
client card payments with their online
Virtual Terminal!
Click here for details.


Save 10% off business formation and incorporation services from one of the industry’s leading providers – BizFilings,
a Wolters Kluwer Company!
Click here for details.
 


View More AICPA Member Elite Values


 


JOIN NOW!

View Newsletter on the Web

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

Corporate Taxation Insider

Tax Insider


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
© 2008 CPA2Biz Inc. All Rights Reserved