Rebirth of Roth

Article:  The Rebirth of Roth isa 200+page comprehensive guide designed to help the CPA financial planner stay up to date in today’s changed legal and economic environments well as current rules and regulations, critical topics, and how to implement Roth conversions and recharacterizations into your planning.
Published on January 15, 2013

Guidance on Roth IRA Conversions

Guidance:  Take advantage of the many Roth IRA resources assembled here to assist in proper planning for your clients.
Published on June 21, 2012

Roth IRA Conversion Strategies Web Seminar

Webcast:  Robert Keebler discusses Roth IRA conversion strategies, including the basic rules, taxation, and most importantly why it will benefit your clients.
Published on October 16, 2012

Mathematics of Estate Planning

Webcast:  In the web seminar, Robert Keebler discusses the mathematics behind the most popular estate planning transactions used today and how these transactions can be used in combination with each other so as to create the perfect hedge against estate and gift taxes.
Published on September 26, 2012

Asset Protection Strategies

Webcast:  In this web seminar, you will learn ways in which your clients can protect themselves from potential future creditors, including the ethics of asset protection planning, the law of fraudulent transfers, exemption planning, amont other topics.
Published on September 26, 2012

Charitable Giving Practical Strategies for Real Clients

Webcast:  ...will provide practical ideas to guide your clients on planning charitable gifts to achieve estate, gift and income tax benefits in the context of helping clients achieve important personal, family, business and other goals
Published on September 19, 2011

July 2007 PFP Web Seminar

Webcast:  During this interactive session, presenters Lyle Benson, Jr. and Deena Katz will discuss ways to improve the efficiency and effectiveness of your practice. Key areas of discussion include: identify the areas of practice management that take your valuable time, Schwab survey results, the E-Myth Principle, excellent client service, and tax
Published on May 28, 2010

Why One Firm Decided to Offer Elder Planning Services

Article:  In this article Jon Meyer, Managing Owner of OmniCare Family Resources, LLC discusses his firm's decision to offer Elder Planning services, so that other CPAs considering this specialty can learn from their experience and reap the financial and...
Published on January 15, 2013

Overcoming Challenges and Implementing Best Practices in your PFP Practice

Webcast:  Hear from Lyle Benson and Deena Katz on best practices and challenges faced in your personal financial planning practice with practical guidance from the AICPA/Moss Adams study interwoven throughout the presentation.
Published on October 09, 2012

Disaster Guide Press Release

Press Release:  Read the AICPA press release announcing the publication of Disaster Recovery: A Guide to Financial Issues. The publication is intended to alleviate loss in the aftermath of natural and manmade disasters and raise awareness of the need to be prepared when disaster strikes.
Published on August 26, 2010

Financial Assumptions in Planning Engagements - Part 1

Article:  There is woefully little information on the fundamental attributes of a good financial plan. Read a review of inflation assumptions and an attempt to make the case that various inflation assumptions should have a definite relationship to one another because of their high degree of correlation.
Published on May 07, 2010

Getting Started in Elder Planning Services

Article:  Learn how you can get started in Elder Planning in developing a successful practice. Read more about researching your market, marketing your services, and developing a successful practice.
Published on September 01, 2011

Marketing and Managing a Personal Financial Planning Practice

Article:  Marketing is the communication of your message to people you want to do business with. Learn more about how to market Personal Financial Planning services, how to select a target market, how to develop a marketing mix, and how to implement the marketing plan.
Published on May 11, 2010

Young Emerging Financial Planner - Frequently Asked Questions

FAQ:  Good with numbers?  Enjoy interacting with people?  Like to have a positive impact on others?  Want to own your own business and gain financial independence? Have an interest in personal finance?  A career as a CPA financial planner or Personal Financial Specialist may be right for you!  In here, you will find answers
Published on April 02, 2013

From Tax Advisor to Wealth Manager The Road Best Traveled

Webcast:  This web seminar explores how leading CPA/PFS around the country are integrating investment management and monitoring, estate planning and charitable giving, risk management planning and other areas with our client’s tax strategies.
Published on October 09, 2012