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December 17, 2009 — In This Newsletter:
*HEADLINES   *STRATEGIES *NEW IN THE STORE  *INDUSTRY NEWS
*VIDEO SNACKS *TECHBYTE *TWITTER
 
     Headlines

Translate Opportunities for Practice Growth
by James Sullivan, CPA, PFS
How baby boomers can help.

     Their charitable donations. Your investment management. New lower minimum -- our Charitable Investment Advisor Program -- now available for $250k. Click here:

Family Business: Avoiding Divorce Disaster
by Tracy Stewart, CPA, PFS
When there is a family business involved in a divorce proceeding, there are some important items to consider. Here are some dos and don’ts to think about.

Health Savings Accounts
by Donna Wood, CPA, PFS
A lighthouse in this healthcare storm?

Best Practices for Retirement Planning
by Lewis Schiff
A new study of advisors who specialize in retirement planning identifies the evolution of best practices.

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     WEEKLY SPOTLIGHT
     AICPA Advanced Personal Financial Planning Conference. Jan 17 - Jan 20, 2010 in Orlando, FL. How to build, grow and structure a practice ... How to expand your knowledge in niches such as retirement planning and wealth management ... Advice on advanced financial planning subjects and updates on technical issues. Earn up to 24 CPE credits.

Life Insurance Premium Financing
by Igor Zey, CLU/ChFC
Who should consider the strategy and what to look for?

Successful Roth IRA Conversions A Work of Art
Sponsored by Equity Trust Company
Roth IRA conversions involve more than accounting and tax expertise; successful conversions will require well-orchestrated, collaborative efforts by masters of their financial and legal trades.

That Difficult Client Conversation
by Karen Lee, CFP, ChFC
Talking with clients about planning for the ultimate life transition can be difficult, but clients — and their families — will be deeply appreciative.

Help Clients Over 40 Find a Job Fast
by Neal Frankle, CFP
You could provide a very valuable service by helping your out-of-work clients get on the right path.

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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.

The Rebirth of Roth
Help your clients benefit from the opportunity to convert to Roth IRAs. This book updates you on current rules and regulations; tax planning basics and strategies; client and beneficiary considerations; and the Roth Legacy Trust. Special 20 percent discount for PFP members.

2009 Corporate Tax Returns Videocourse
This bestselling Sid Kess CPE videocourse includes updates on major developments affecting 1120 and 1120S return preparation for 2009 and useful tax-planning strategies.

Advanced Income Tax Accounting — Including Practical Application Exercises
Conquer growing tax complexity with this course. It provides the basis to apply FASB ASC 740 (formerly FAS No. 109 and FIN 48) to most real-life situations, and also includes practical exercises illustrating the theory.

AICPA's 2009 Tax Review Series: S Corps, LLCs and Other Pass-Through Entities
Learn how to apply the latest changes when preparing federal income tax returns and advise clients on new developments and tax-saving ideas for pass-through entities. Earn 17 CPE credits.

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

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'10 Roth Conversion Answers You Must Know Before Tax Season Starts' Presented by John Azodi, CPA. Thursday, Jan 21 at 3:00pm ET. FREE Webinar for Financial Professional Network Members! Equity Trust Company.

  Best Sellers
Form 990: AICPA's Answer to Unlocking the Tax Complexities
The 2010 Cumulative Tax Guide
AICPA's Annual Federal Tax Update (2009 Edition)
Form 1041: Income Taxation of Estates and Trusts
  Sponsored Links
AICPA Financial Planning Survey: Whether you provide tax, retirement, estate, risk management or investment planning for your clients, we’d like your input to help shape future AICPA financial planning resources. Click here:
You’ve Helped Your Clients Manage Their Wealth
Now help them give something back. Learn more.
‘Maximizing Roth IRA Conversions: Eight Reasons to Convert’
Recorded webinar hosted by Bob Keebler, CPA.
  AICPA Conferences
AICPA Advanced Personal Financial Planning Conference
1/17/2010 – 1/20/2010
, Orlando, FL
Employee Benefit Plan Audit Workshop for DB and DC Plans
3/29/2010 – 3/30/2010
, Chicago, IL
National Conference on Divorce
5/6/2010 – 5/7/2010
, Las Vegas, NV
See Full Conferences Calendar
  AICPA Webcasts
1/19/2010 - Litigation Process — Best Practices From Leading Experts
1/27/2010 - Sources and Proper Uses of Available Data
2/9/2010 - Discount Rates and Cost of Capital in an Economic Damages Context
See Full Web Events Calendar
  Resources





  


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