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    AICPA Sample Client Letter on DOMA Ruling Tax Impact

    Sample Letter Sample client letter from the AICPA relating to the same sex marriage Supreme Court ruling and its possible tax impact
    Published on July 16, 2013

    Resources on New Tax and Estate Planning Opportunities

    Tools Martin Shenkman shares multiple resources on new Tax and Estate Planning opportunities
    Published on November 18, 2014

    3.8% Healthcare Surtax Sample Client Letter

    Sample Letter Customize this letter to your clients to illustrate issues and planning strategies with the Medicare surtax
    Published on September 09, 2012

    AICPA PFP Sample Client Letter RePower of Attorney

    Sample Letter Download and customize this sample client letter from Martin Shenkman, which identifies overlooked planning opportunities in a client’s power of attorney
    Published on November 18, 2014

    Sample Existing Client Letter

    Sample Letter Sample letters for existing clients highlighting planning opportunities post-ATRA and NIIT
    Published on April 21, 2014

    Sample New Client Letter

    Sample Letter Sample letters for new clients highlighting planning opportunities post-ATRA and NIIT
    Published on April 21, 2014

    Year-End Client Letter

    Sample Letter Year-end client letter to send to clients to illustrate why it is important that they meet with you
    Published on October 28, 2013

    Roth IRA Conversions - The Critical Issues Advice from Americas Leading Experts

    Webcast This web seminar covers a number of Roth conversion topics, including who should convert, recharacterizations, asset protection concerns, and others.
    Published on March 17, 2010

    2014 Months in Review

    Overview A look back at the various milestones, as well as member benefits released during each month of the current year.
    Published on December 03, 2014

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on October 06, 2014

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