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Home Publications Newsletters AICPA Wealth Management Insider 2011 January 20

Employee Benefits

Roth Opportunities for 401(k) Participants
by Phillip Putney, CPA, PFS
Understanding the hurdles to overcome and key differences between in-plan and traditional Roth IRA conversions.
Hybrid Pension Plan Guidance Issued
by Alistair Nevius/The Tax Adviser
On October 18, the IRS released final and proposed regulations providing guidance on so-called hybrid defined benefit pension plans that apply to plan years that begin on or after January 1, 2011.

Practice Management

The Added Challenges When You Advise Affluent Clients
by Lewis Schiff
Advisors to wealthy families speak out about their careers and clients.

New Investment Adviser Requirements of the Dodd-Frank Act
by Wesley Nissen and Milton Buckingham/Journal of Accountancy
What CPAs should know.

 

 

 

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