Planning After ATRA and the Net Investment Income Tax Toolkit
Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2014
Published on June 20, 2014
How CPAs Can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth
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
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on September 02, 2014
2013 Year in Review
A look back at the various milestones, as well as member benefits released or revised in 2013.
Published on August 08, 2014
2014 Months in Review
A look back at the various milestones, as well as member benefits released during each month of the current year.
Published on November 24, 2014
15 Strategies for 2013 Year-End Tax Planning
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 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
Martin Shenkman shares multiple resources on new Tax and Estate Planning opportunities
Published on November 18, 2014
Year-End Client 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
3.8% Healthcare Surtax Sample Client Letter
Customize this letter to your clients to illustrate issues and planning strategies with the Medicare surtax
Published on September 09, 2012