Practice Management

Buying and Selling Practices in the Wealth Management Landscape

by Lewis Schiff

The economic turbulence has created new reasons to think about mergers, acquisitions and new practice models. The players have changed, too.

Don't Fear the 401(k)

by Stuart Zimmerman, CPA, PFS

CPA personal financial advisors are ideally positioned to win 401(k) business in the aftermath of the 2008 financial earthquake.

Employee Benefit Plans

Deferred Compensation in Divorce

by Tracy Stewart, CPA, PFS

A potential client facing divorce wants to start learning about her family finances, beginning with her husband’s deferred-compensation benefits.

Retirement Plans, IRAs and Annuities: Avoiding the Early Distribution Penalty

by Vorris Blankenship/The Tax Adviser

How the 10-percent penalty on early distributions and exceptions apply to various types of plans, accounts and annuities.

New In The Store

The Tax Relief and Job Creation Act of 2010: Tools, Tips, and Tactics
Be the first to offer your clients valuable tax planning advice with this new multimedia explanation and analysis of the law.

Risk Assessment for Mid-Sized Companies: Tools for Developing a Tailored Approach to Risk Management
For the CPA or CFO who is familiar with the COSO standards, Risk Assessment for Mid-Sized Companies transforms the COSO standards into actionable ERM processes.

The Rebirth of Roth: A CPA's Ultimate Guide for Client Care
A free download is available which covers provisions of The Tax Relief Act of 2010 that affect Roth IRA planning.

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Video

Converting Spenders Into Savers
Former GAO Chief, David Walker, reveals how.

CPA News to Know

Anticipated Increase in M&A Activity in 2011 to Spotlight Accounting Guidance

AICPA Writes House Judiciary Committee Chairman in Support of Patent Reform Bill Includes Provision to Stop Tax Strategy Patents

Four in 10 Working Americans Say They’ll Never Afford Retirement

Related Products

Quick Reference Guide to Divorce-Related Tax Matters

Available to you in bundles of 25 copies, this brochure is a "take-away" you can provide to your clients as a ready reference to tax information associated with divorce so they don’t have to search through bulky materials or multiple resource documents.

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.