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    How CPAs Can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth

    Webcast Archive In this webcast, you will learn what to consider with the new $5 million inflation adjusted exemption amount.
    Published on October 30, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on February 06, 2015

    Planning After ATRA and the Net Investment Income Tax Toolkit

    Tools Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2014
    Published on February 27, 2015

    15 Strategies for 2013 Year-End Tax Planning

    Article Robert Keebler discusses the effect of different tac rates on wealth accumulation.
    Published on February 03, 2014

    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

    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

    Sample New Client Letter

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

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