Charitable Giving Using Life Insurance
by Miguel Palma, CPA/PFS
Five steps show your clients how it is effective, simple and not just for the wealthy.

Gifts of Restricted Stock, Options and Closely-Held Interests
by Community Foundations
Clients who own securities that aren’t highly liquid can still give to their favorite charities. Find out how community foundations can help.

Investing in Oils
from CFO Magazine
Indulging your passion for the finer things in life may help you collect handsome returns.

Taking Stock of ESPPs
from Journal of Accountancy
Millions of American workers are “leaving money on the table” because they don’t take advantage of employee stock purchase plans (ESPPs).

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The CPA and the Prenuptial Agreement
by Fred Caspersen
After the honeymoon is over.

Keeping a Pulse on the Ever-Changing Life Settlement Marketplace
Sponsored by Advanced Settlements, Inc.
The life settlement industry is gaining momentum while attracting greater regulatory scrutiny.

Exchange Traded Funds: A Top 10 List for Your Clients
by Neal Frankle, CFP
Why being prudent is key.

Get a Jump on College Tuition
Sponsored by H.D. Vest Financial Services®
The cost of college continues to grow. Help your clients begin saving today.
 
Health Savings Accounts
Sponsored by Paychex
For business owners, HSAs offer smart, cost-effective options for managing health care costs.

Target Low OPEB Risk in Muni Bonds
Sponsored by Thornburg Investment Management
Consider well-managed bond funds to manage risk.  

The Adviser’s Guide to the Revised Trust Accounting Rules
”The problem is, no one knows about this stuff ...,” says author Sy Goldberg in a Feb.19 Business Week article on how to boost income to survivors.

Insurance and Annuity Analyzer™
A powerful tool for creating realistic projections of policy costs, cash values and amounts at risk. Available as an electronic download file.

The Adviser’s Guide to Family Business Succession Planning

Express Wealth Planner™

Paying for College: Tax Strategies and Financial Aid

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