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

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.

Back to Top