The Affluent and Retirement
by Lewis Schiff
The three areas of greatest concern to high-net-worth clients are reducing their taxes, preserving their wealth and providing for their heirs. Are you taking care of them?

How Client Education and Communication Tools Can Benefit
Your Practice
by Daniel Snyder, CPA
Juggling client needs with our schedules is a common issue facing financial planners. Learn how you can save time and improve
client retention.

The Appeal of Charitable Lead Trusts
by Elaine Floyd, CFP
Charitable lead trusts can offer your clients dependable vehicles for supporting their favorite charities, preserving intergenerational wealth and accumulating significant tax advantages.

Donor-Advised Funds: Preparing for Closer Scrutiny
by Nick Tarlson/Journal of Accountancy
How to advise your clients on the shifting landscape of donor-advised funds.

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Offering Financial Services to Clients?
by Neal Frankle, CFP
Four business models revealed.

Smart Giving
Sponsored by Fidelity Charitable Services®
Maximizing your charitable dollars through donations of appreciated stocks and mutual funds.

Guidelines for Advisors on the Uniform Prudent Investor Act
Sponsored by Thornburg Investment Management
Learn how the UPIA affects professional trustees.

Financial and Tax Planning for High-Income Clients
Develop strategies for newly acquired wealth, wealth transfer and asset protection — and earn up to 10 CPE credits.

Best High-Powered Tax Planning Strategies for Increasing Wealth
With fully coordinated planning techniques, you can increase your client's cash flow and protect his or her assets while reducing income and estate taxes. Earn up to 16 CPE credits.

The CPA’s Guide to Retirement Plans for Small Businesses,
2nd Edition
This new edition of Gary Lesser’s popular guide provides latest approaches and techniques. Add on Plan Illustration Software for quick results.

Tax, Healthcare and Asset Protection for Aging Clients
Find strategies for transferring assets in order to protect them, and guidance on income, gift, estate and trust tax issues. Earn up to 9
CPE credits.

The Adviser’s Guide to the Revised Trust Accounting Rules

Express Wealth Planner™

Retirement Distribution
Practice Aids

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