Practice Management

	What Do Wealth Counselors Think About Their Clients? by Lewis Schiff Advisors to wealthy families speak out about their clients and their careers in a new study.
	Financial Planning for Women by Nadine Gordon Lee, CPA, PFS 70 percent of widows fire their advisors within a year. What can you do to attract and retain your female prospective clients?
	Taking the Mystery Out of Managed Futures for Your Clients Sponsored by Equity Trust Managed futures are increasingly used in creating diversification and asset allocation strategies aimed at advancing the clients’ portfolio values and a firm’s business. Removing the mystery for clients is key.
	Show Your Estate, Tax & Retirement Expertise With the PFS Credential! Prepare for the November/December 2010 PFS Exam with a 32.5 hour CPE self-study course covering estate, retirement, tax, investment, and insurance planning. Discounts are available. Order at CPA2Biz website. For more information, go to aicpa.org/pfp/pfs.

Employee Benefits

	Life Insurance Advice Edited by Bryan Schick, CPA Two kinds of risks exist for advisers giving advice to their clients about life insurance.
	Healthcare Reform Mandates Immediate Changes by Alistair Nevius/Journal of Accountancy Some programs established under the healthcare reform legislation are already in effect. The re-insurance program for early retirees became effective on the date of enactment.

New In The Store

2010 Health Care Reform Act: Critical Tax and Insurance Ramifications for You, Your Business and Your Clients
The nearly $1 trillion, 10-year cost of the Patient Protection and Affordable Care and Reconciliation Acts of 2010 will change the way health insurance is delivered and how we will pay for it. Earn six CPE credits.

Rebirth of Roth
Get up to speed with current Roth investment regulations and investment strategies.

2010 Individual Tax Returns Videocourse (CPE)
Reinforce your understanding of frequently used principles and receive a wealth of tax planning tips and strategies.

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CPExpress

CPExpress is a comprehensive, easy-to-use online learning resource, and a great way to earn CPE. Need to brush up on a particular subject? Looking for a brief overview? CPExpress has hundreds of hours of CPE in 1 – 2 credit courses.

CPExpress