May 20, 2010
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Do You Have the Magic Skill?
by Lewis Schiff
How financial advisors can better connect with clients and not only have enhanced relationships but more productive practices.
Cashing in On Investing in Precious Metals With Retirement Plans
Sponsored by Equity Trust
Precious metals have long been considered one of the few ways to protect assets from high inflation and economic uncertainty. Clients are investing their IRAs in gold, silver and more.
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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Applying FIN 48 and SFAS No. 109
In this video clip, Bobby J. Carmichael, Ed.D., CPA, discusses FIN 48 with Scott F. Guertin, CPA and SFAS No. 109 with William I. Eskin, CPA, Scott F. Guertin, CPA; and Linda A. Paradis, CPA.
More on AICPA TV
The Rebirth of Roth
IRAs, Roth IRAs, SIMPLES and SEPs: Contributions, Rollovers, Distributions and More
Closely Held Business Taxation: 49 Practical Ways to Cut Taxes
AICPA Advanced Estate Planning Conference
AICPA National Tax Conference
Sophisticated Tax Planning for Your Wealthy Clients
Malpractice Risks: Navigating the New Frontier
Financial System Considerations in IFRS Conversion Projects
How to Avoid the Knockout Punch of the Appraiser Penalties Under Section 6695A
Trusted data. Customizable analysis. Targeted results.
Play Quarterback on Roth Conversions
Equity Trust Webinar on financial architecture strategies reveals the playbook.