Practice Management

	Eight Trends in Affluent-Client Communications by Lewis Schiff For advisors working with affluent clients, stronger communication channels boost productivity, satisfaction and profitability.
	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.
	Three Critical Client Strategies to Execute Over the Next 60 Days Sponsored by Equity Trust Completing Roth conversions, gifting assets and reviewing estate plans are three key strategies advisors should consider for clients before the tax advantages diminish at year-end.

Estate Planning

	Estate Planning Before January 1, 2011 by Lisa Featherngill, CPA, PFS With all of the uncertainty swirling around estate planning, your clients will benefit by focusing on things that ARE certain.
	Decedent Did Not Retain Possession and Enjoyment of Entire Property by James Beaver/The Tax Adviser The Second Circuit held that the Tax Court clearly erred in finding that the terms of an implied agreement between a decedent and her son.

Employee Benetits

Return of Premium Term Insurance
by Igor Zey, MSFS, CFP
Why it may be a good thing for your clients.

New In The Store

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

Life Insurance: How to Use It to Your Clients' Advantage
Interactive training CD are designed to guide you through the maze of life insurance options and opportunities, so that you can achieve your clients' overall financial goals.

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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AICPA TV

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.

CPA News to Know

AICPA Submits Comment Letter to SEC on IFRS Work Plan

IRS Commissioner Douglas H. Shulman to Address AICPA National Tax Conference

AICPA Urges Extension for Deadline to File Pension Plan Forms 55005500-SF

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