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Home   Membership   Calendar   Foundation   Links   Job Board Nov. 9, 2011


AAA-CPA to exhibit at The 46th Annual Heckerling Institute on Estate Planning — Jan. 9-13, 2012
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The Heckerling Institute on Estate Planning is the nation's leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors and wealth management professionals. The general session lectures and breakout sessions offer comprehensive coverage of the latest estate planning techniques and strategies, while special program tracks allow attendees to customize their educational experience and focus on those areas most relevant to their practice. In addition to traditional estate planning topics, this year's Institute offers programs on related areas that can enhance your practice such as elder law, asset protection and income tax planning. Attendees also enjoy unparalleled networking and professional development opportunities that make attending the Heckerling Institute a valuable investment for every estate planning professional. Click here to register online.

Program highlights:

The Recent Developments panel will cover the most significant legislative, regulatory and case law developments of 2011.

A unique Focus Series will explore how to plan successfully in today's uncertain economic and legal environments by building flexibility into the estate plan, including targeted strategies for clients with $5 million or less, for medium sized estates of $5 to $15 million and for large estates of over $15 million.

The Financial Assets Series will cover the advantages and drawbacks of using annuities in estate planning, planning with Roth IRAs and the best practices for monitoring life insurance policies in ILITs.

Our Litigation and Tax Controversies Series will include sessions on the effective use of expert witnesses, how to properly maintain and administer FLPs and how to avoid or litigate a financial elder abuse case.

The Fundamentals Programs will offer a thorough review of powers of appointment, tax-exempt organizations and charitable gift planning and the use of grantor trusts.

Networking and Practice Development: As the largest gathering of estate planning professionals in the country, the Institute offers a unique opportunity to exchange ideas, network and review the latest in technology, products and services displayed by nearly 150 vendors in an exhibit hall dedicated entirely to the estate planning industry.

AAA-CPA members receive 10 percent off on all new subscriptions to Thomson Reuters Checkpoint®
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Thomson Reuters Checkpoint®, the industry-leading online tax and accounting information resource, provides the research, tools, online learning and news that you need, in one comprehensive and integrated platform. Checkpoint and our expert content and analysis from RIA®, WG&L®, PPC®, EBIA®, WorldTrade Executive, as well as other integrated sources, deliver the answers you need when you need them to make you even more effective. Call 800-950-1612 and indicate you are an AAA-CPA member.

The AAA-CPA welcomes our new members from September-October!
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Please click here to view the list of new members. Interested in joining the AAA-CPA? Visit us online at to apply for membership.

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The Internal Revenue Service (IRS) has released a notice of proposed rulemaking that is intended to provide guidance as to when the income of foreign governments and international organizations from investments in the United States will be deemed to be exempt from taxation under section 892 of the Internal Revenue Code. Section 892 exempts from U.S. income taxation certain qualified investments, including income from investments in financial instruments, derived by a foreign government. The term 'foreign government' is defined to mean only the integral parts or controlled entities of a foreign sovereign, and the exemption from U.S. income tax does not apply to income derived directly from the conduct of any commercial activity. More

Nov. 10, 2011
PA/DE Valley Chapter Meeting
Members Only Study Group: Planning for Endowments and Foundations
Capital Area Chapter Meeting

Nov. 15, 2011
Stockbroker Misconduct - How to Recover Your Losses from a Brokers Negligence - Michigan Chapter

Nov. 16, 2011
California (Pasadena) Chapter Meeting

Nov. 17, 2011
Members Only Study Group: Marketing an Elder Law Practice

Nov. 18, 2011
Individual and Small Business Tax Update
The Evolution and Fall of Tax Patents

Nov. 22, 2011
Members Only Study Group: Business Succession Breakthroughs Using ESOPs

Dec. 7, 2011
California (Pasadena) Chapter Meeting

Dec. 8, 2011
Offers in Compromise and Bankruptcy Update
PA/DE Valley Chapter Meeting
Members Only Study Group: How to Increase Efficiency in your Elder Law Practice

Dec. 13, 2011
Members Only Study Group: Making Two Years Last a Lifetime

Dec. 15, 2011
Members Only Study Group: Hot Button Tax and Legal Issues for Exempt Organizations

Jan. 5, 2012
The 11th Annual IRS Tax Seminar for Tax Professionals

Jan. 10, 2012
10th Annual Northern New Jersey Working Together Conference
AAA-CPA lunch at Heckerling Institute

Jan. 11, 2012
AAA-CPA breakfast at Heckerling Institute

The Attorney-CPA Weekly Update
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