Retirement Plan Strategies After the Financial Crisis
by Karen Goodfriend, CPA, PFS
What now?

Long-Term-Care Insurance: Costs & Benefits
by Igor Zey, MSFS, ChFC
What is covered, what is not. Everything you always wanted to know about LTC, but were afraid to ask.

What’s New With the Personal Financial Specialist
(PFS) Credential?
by Lisa Featherngill, CPA, PFS
How you can obtain the PFS credential.

Maximum 24.5 Percent Tax Bracket for Large  Conversions
Sponsored by Jagen™ Investments, LLC
Do you think clients have to pay income tax on large ($500K++) Roth IRA conversions at the top marginal tax rates? Think again.

Factoring As An Alternative Investment Option for Retirement Accounts
Sponsored by Equity Trust
Advisors are discovering factoring is more than an alternative financing tool for business clients. It can be an attractive alternative investment option for clients when rebalancing and diversifying their portfolios. 

New for 2010: The Keir Personal Financial Specialist Credential Exam Review Course
Obtain your PFS credential! Prepare for the November 2010 PFS Exam with a 32.5 hour CPE self-study course covering estate, retirement, tax, investment, and insurance planning. Discounts are available. Order at CPA2Biz website. For more information, go to aicpa.org/pfp/pfs.

Estate Planning Essentials: Tax Relief for Your Clients' Estates
Explore the use of wills, trusts and life insurance as vehicles to reduce the estate tax.

Securing the Future: Building a Succession Plan for Your Firm
Firms with the most successful succession strategies begin planning well before partners are ready to retire. Turn to this two-book set from succession expert Bill Reeb for guidance on setting succession goals and processes in place.

Can You Trust Your Trust: What the Practitioner Must Know
Many states have significantly revised the trust laws pertaining to accounting income, and its application to tax reporting positions. Get up to speed on the changes with this book in handy download format.

Professional Ethics: AICPA's Comprehensive Course
AICPA’s classic course is once again available. Earn eight CPE credits.

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