About Newsletter     Advertise      About CPA2Biz     Join AICPA    Join PFS
 June 19, 2008 — In This Newsletter:

Headlines

New Trends in Wealth Management
by John Napolitano, CPA/PFS
The difference between existing and thriving in wealth management is as simple as following the trends of the nation’s best.

Coming soon: Credit Crisis Infocast 6/26. 

Family Philanthropists As a Group Command Incredible Wealth
by National Center for Family Philanthropy
Twenty habits of highly effective philanthropists and how you can service them.

The Prospect Said What?
by Lewis Schiff
You may need to dig and sift for the information you need.

Virtues and Evils of Life Settlement
by Alan Breus/Journal of Accountancy
Under the right conditions, sale of a life interest may be a good policy.

Back to Top

WEEKLY SPOTLIGHT

The Journalist’s Recession
by Neal Frankle, CFP
Looking beyond the media smokescreen.

How to Integrate Alternative Investments Into
High-Net-Worth Portfolios
Sponsored by Rochdale Investment Management
Follow this framework to identify low-volatility hedge funds that can protect clients’ capital during volatile markets.

Get a Jump on College Tuition
Sponsored by H.D. Vest Financial Services®
The cost of college continues to grow. Help your clients begin saving today.

Penalties for Undervaluing an Estate
Sponsored by BNA Software
While you never want to overvalue an estate, undervaluation can cost you as well.
Back to Top

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.

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.

Retirement Distribution Rules: What the Practitioner Must Know
Gain an overview of benefit planning distribution issues and avoid common errors. Over 70 examples provide insight on practical application. Earn nine CPE credits.

The CPA’s Guide to Retirement Plans for Small Businesses, 2nd Edition
Gary Lesser’s popular guide provides latest approaches and techniques. Add Plan Illustration Software for quick results.

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


  Best Sellers

CPA’s Guide to Long-Term Care Planning

Express Wealth Planner

The Adviser’s Guide to the Revised Trust Accounting Rules

Sid Kess’ Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Insuring Your Client’s Future
  Sponsored Links

Safe From Excise Taxes?
GuideStar Charity Check — 100% Pension Protection Act compliant.

Are Your Clients Concerned About Market Volatility?
Contact Rochdale for a complimentary portfolio risk assessment.

Get a Jump on College Tuition
H.D. Vest Financial Services® explains how.

Penalties for Undervaluing an Estate
Learn more from BNA Software.

Surviving the Credit Crisis:
What Financial Executives
Need to Know
Free Infocast sponsored by Navigant Consulting, 6/26.
  AICPA Conferences

AICPA Advanced Estate Planning Conference
7/28 - 7/30, Chicago, IL

Sophisticated Tax Planning for Your Wealthy Clients
8/18 - 8/19, New York, NY

Employee Benefit Plans
12/11 - 12/12, Washington, DC
  See Full Conferences Calendar
  AICPA Webcasts
6/25 - The Important Role of the CPA in Application and Data Integration for Business Reporting
6/26 - Surviving the Credit Crisis:
What Financial Executives
Need to Know
6/27 - Auditors' Responsibility When Illegal Acts Are Suspected
  Resources
 

  


Double Dell discount in June. Save up to 12% on desktops, notebooks, servers, storage and a complete range of software and peripherals.
Click here for details.


Receive 10% off shirts, totes, caps, bags, towels and much more. Personalize these products with your firm or business name!
Click here for details.

     

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

Send Questions/Comments
 

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