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October 16, 2008 — In This Newsletter:

Headlines

Weathering an Economic Storm
by Kenneth Shapiro, CPA/PFS
It’s not always about growing wealth. Sometimes it’s about keeping it.

Also see sponsors GuideStar and Rochdale.

Five Questions for Family Foundations
by Kevin Laskowski
Do your clients need help with their family foundations? New research identifies effective practices for governance and grant-making. Use this quiz with your philanthropic clients.

How to Really Save for College
by Deborah Ziolkowski, EA/MST
Tax-free savings strategies revealed.

CPAs Make Excellent PFPs
by Michael Schulman and Amy Kraznyanskaya/The Tax Adviser
Key strategies on how to build your client base and make more money.

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WEEKLY SPOTLIGHT

What Went Wrong and What’s Next?
by Neal Frankle, CFP
Thoughts for you and your clients.

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

Generating Higher Fixed Income Returns in a Low Interest
Rate Environment
Sponsored by Rochdale Investment Management
The flight to safety has driven down yields. Where can fixed income investors find higher return, higher collateralized opportunities today?

The Relationship Between Time and Money
Sponsored by Noble Royalties Inc.
Though often prudent and far-sighted, even deferred gratification calls for situational analysis. In fact, treating it as a one-size-fits-all financial strategy actually contradicts good financial sense.

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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.

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.

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  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

Maximizing Value of Your
Energy Assets
The role that royalties can play in your portfolio.

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

Get Ahead of the Next Big Thing in Financial Planning
We can help you. Fidelity Charitable Services®.

Helping Clients Through
Difficult Times
Thomson Reuters Tax &
Accounting CPE.

Are There Hidden Risks in Your Clients’ Portfolios?
Contact Rochdale for a complimentary risk assessment.
  AICPA Conferences

Sophisticated Tax Planning for Your Wealthy Clients
11/10 - 11/11, New York, NY

Employee Benefit Plans
12/11 - 12/12, Washington, DC
AICPA Advanced Personal Financial Planning Conference
1/18/2009 - 1/21/2009, San Diego, CA
  See Full Conferences Calendar
  AICPA Webcasts
10/22 - Revised Peer
Review Standards
10/23 - Malpractice Risks: Navigating the New Frontier
10/31 - Adopting IFRS: Getting Your Organization Ready
  Resources
 
  


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