March 17, 2011
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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?
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.
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.
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.
More on AICPA TV
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
Don't Waste Your Time Computing Cost Basis. (1 site + 5 Mins = Done). Visit: IAS Online Cost Basis.