Investment

	Too Soon Old, Too Late Rich by Michael Schulman, CPA, PFS Many clients are too young to retire; too old to replace lost wages; too wealthy to qualify for government assistance and too poor to rely solely on today’s low interest rates for their retirement income. How can you help?
	Knowing Your Investment Manager by Don Ezra Probe beneath a manager’s performance: Is it likely to continue and will business and compliance risks derail the manager?

Practice Management

	Why Financial Advisors Must Become Risk Managers by Samuel Won Four best practice tips show you how to make the change.
	Unprepared Children of High-Net-Worth Clients by Lewis Schiff How financial education can not only help the children but also support the work of advisors.
	Life Settlements, Insurance and Benefits by Peter Katt, CFP, LIC How financial planners can help their clients with these added services.

Estate Planning

	To Gift or Not to Gift … That Is the Question by Patricia Annino, JD, LLM Seven factors your clients should consider.
	Using Trusts for Asset Protection by Daniel Rubin, JD, LLM Without necessarily using an asset protection trust.

New In The Store

The Tax Relief and Job Creation Act of 2010: Tools, Tips, and Tactics
Be the first to offer your clients valuable tax planning advice with this new multimedia explanation and analysis of the law.

Risk Assessment for Mid-Sized Companies: Tools for Developing a Tailored Approach to Risk Management
For the CPA or CFO who is familiar with the COSO standards, Risk Assessment for Mid-Sized Companies transforms the COSO standards into actionable ERM processes.

The Rebirth of Roth: A CPA's Ultimate Guide for Client Care
A free download is available which covers provisions of The Tax Relief Act of 2010 that affect Roth IRA planning.

Video

PFPs Are Typically Called Upon During Tough Times
Chris Strand, CPA, PFS, MST, trusted advisor to affluent individuals and families and their businesses, provides tips on how you can help your clients.

CPA News to Know

AICPA, CIMA Announce Proposal to Create International Management Accounting Designation

IRS Releases 2010 Data Book

Statement From AICPA President and CEO Barry Melancon on Senate Passage of Bill to Stop Tax Strategy Patents

Related Products

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.

Life Insurance: How to Use It to Your Clients' Advantage

Life Insurance: How to Use It to Your Clients Advantage and its accompanying interactive training CD are designed to guide you through the maze of life insurance options and opportunities, so that you can achieve your clients' overall financial goals.