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PCPS Seasonality Success 

This is a quarterly e-newsletter on making the most of busy season. Every article will contain a wealth of tips to help make your practice more effective and efficient, along with an action agenda containing steps that PCPS members can implement in their own practices.

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Redefining Retirement Planning for the New Aging

Article Martin Shenkman provides insight into redefining retirement planning for the new aging in this article, part 4 of 6. Article courtesy of CCH.
Published on May 03, 2016

Practice Management Changes to Deal with Aging

Article Martin Shenkman provides insight into practice management changes to deal with aging in this article, part 3 of 6. Article courtesy of CCH.
Published on May 03, 2016

Tax Section Webcast Archives

Webcast Archive Tax Section webcasts, presentation slides, and handouts are archived and available for Tax Section members to watch on-demand (without CPE) for one year following the live event.
Published on May 03, 2016

Later Life Planning

Article Martin Shenkman provides insight into Later Life Planning in this article, part 2 of 6. Article courtesy of CCH.
Published on May 03, 2016

New Aging Clients

Article Martin Shenkman provides insight into the new aging client in this article, part 1 of  6. Article courtesy of  CCH.
Published on May 03, 2016

Elder Planning and Life Transitions after Retirement

Video Do you have older clients with concerns about Social Security, financing health care, outliving their money, financial well-being, estate planning, and maintaining their independent lifestyle? learn more about the issues confronting your older clients.
Published on May 03, 2016

Reflections on the Changing World of Estate Planning

Article This article provides a brief overview of the advice estate planners have given their clients over the years, and how it has changed for various topics. Courtesy of  The CPA Journal.
Published on May 03, 2016

Planning for Early Retirement Due to Health Challenges

Article This article provides advice CPAs can offer on difficult early retirement decisions.  Courtesy of The CPA Journal.
Published on May 03, 2016

Financial Planning Must Drive Estate Planning

Article CPAs should expand their roles in the estate planning process, taking into consideration the concerns listed above for the protection and well-being of their clients.  Courtesy of  The CPA Journal.
Published on May 03, 2016

CPAs Growing Role in Estate Planning

Article This article will explore many of the changes transforming estate planning .and will suggest practical steps that CPAs can take to better serve both new and existing clients. Courtesy of The CPA Journal
Published on May 03, 2016

Podcast Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases

Podcasts Bob Keebler recaps the first quarter of 2016 case law, private letter rulings, as well as proposed and enacted legislation.
Published on May 03, 2016

Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases - Audio

Audio Bob Keebler recaps the first quarter of 2016 case law, private letter rulings, as well as proposed and enacted legislation.
Published on May 03, 2016

Later Life Planning New Services to Offer Aging Clients - Presentation

Presentation With the aging population and the demise of the estate tax for most clients, CPA financial planners can better serve clients by creating a plan tailored to protecting the client as the client ages or copes with chronic illness or disability.
Published on May 03, 2016

Inside Information - May2016

Article May 2016 issue of Inside Information.
Published on May 03, 2016

Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases - Presentation

Presentation Bob Keebler recaps the first quarter of 2016 case law, private letter rulings, as well as proposed and enacted legislation.
Published on May 03, 2016

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