Estate Planning

Wait, Don’t Throw Momma From the Train (Yet)

by Martin Shenkman, CPA, PFS and Steve Akers, JD

How many taxpayers are really hit by the estate tax? Based on the press, readers would think a rather large number.

The Financial and Estate Planner

by Sid Kess, CPA, JD and Steven Siegel, JD, LLM

Why practitioners need to recognize the need for teamwork to build mutually beneficial relationships with other practitioners or informal networks.

Charitable Giving

What You Can Learn From President John Adams’ and Georgia O’Keefe’s Mismanaged Charities

by Patricia Annino, JD, LLM

The importance of donor intent.

Employee Benefits

Universal Life Insurance

by Peter Katt, CFP, LIC

Which type is best for your client?

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
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.

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Video

Celebrating 25 Years of PFP
Stanley Breitbard and others divulge how the PFS designation has enhanced their careers and more.

CPA News to Know

PFS Exam Registration Deadline

CPAs: Learn How to Do Business in the ‘New Frontier’

AICPA Recommends IRS Allow Small Businesses to File Electronically the Form Electing S Corporation Status