Practice Management

Avoid the Seven Business Casualties of Divorce

by Tracy Stewart, CPA, PFS

Here’s how.

Trust Fund Recovery Penalty

by James Beavers/The Tax Adviser

Lack of control does not except owners from liability.

The Gift That Keeps on Giving

Sponsored by Bernstein Global Wealth Management

The current federal tax law extension provides a remarkable window of opportunity for your clients to move wealth out of their taxable estates.

Estate Planning

Estate Planning Myths: Forget About Estate Taxes

by Patricia Annino, JD, LLM

Why estate planning is important for all clients.

Updating the Life Settlement Market

by Peter Katt, CFP, LIC

Why your clients should not rent their life to be an insured only to try and sell it later or become an investor in another’s life insurance policy.

New In The Store

Video

How to Advise Clients With Chronic Illnesses
Martin Shenkman, Esq., CPA/PFS outlines how financial planners can help clients with chronic illnesses, from reviewing insurance coverage and benefit opportunities to evaluating investment allocation.

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Fundamentals of Estate Planning

This course covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property.

Estate Planning After the Tax Relief and Job Creation Act of 2010: Tools, Tips, and Tactics

Estate planning did not end with the 2010 Tax Act; instead, it's more important than ever. This PDF download, 1.75 hour audio, and accompanying PowerPoint offer practical explanations of the Act's estate, gift, and GST tax provisions and demonstrate what they will mean to you as a professional adviser. Includes PowerPoint presentation to educate your clients.