Personal Financial Planning
Property Rights of a Disinherited Spouse (May 2008)

Personal Business' Retirement Plans (April 2008)

Asset Protection Planning (February 2008)

How Much Diversification Is Enough? (January 2008)

Disability Insurance Planning for Professionals (December 2007)

Insights on Tax Management Best Practices (November 2007)

Rethinking College Savings Strategies (September 2007)

Educational Tax Benefits (September 2007)

Using 'Monte Carlo' Simulations to Enhance Planning Recommendations (September 2007)

TIPRA and the Roth IRA (May 2007)

Disposition of Life Insurance Policies (April 2007)

Using The Roth IRA for Current-Year Tax Relief? (January 2007)

Twenty Questions About Paying for College (December 2006)

New IRS Ruling on Employer-Sponsored Home Buyout Programs (November 2006)

Guidance on the Reduced Exclusion for the Sale of a Principal Residence (September 2006)

Death and the Home Sale Gain Exclusion (August 2006)

Retirement at 62: Is Receiving Social Security Early Worth It? (June 2006)

Exchange Deferral to the Same Transaction (June 2006)

The Roth 401(k) and Financial Planning Strategies (May 2006)

Individual Retirement Accounts and Bankruptcy (May 2006)

MAcc Versus MBA: Can CPAs Deduct the Costs? (March 2006)

Planning for College Tuition Tax Benefits (January 2006)

Tax Act Changes Affect Investing in Real Estate (January 2006)

Gain Rollover May Apply in the Sale of a Principal Residence (January 2006)

Estate Planning for Qualified Personal Residence Trusts (December 2005)

Tax Planning for Military Personnel (November 2005)

New Tax Law Changes the Rules for Donations of Automobiles (November 2005)

Elder Law Planning (September 2005)

Deductibility of Advanced Business Degrees (September 2005)

Navigating the Form 1098-T Tuition Statement: Inconsistencies in Reporting (September 2005)

Grantor Trusts and Tax Liability: Revenue Ruling 2004-64 (September 2005)

Financial Advisers and Planned Giving: Doing the Right Thing (June 2005)

Tax Planning for Establishing Principal Residence Status (May 2005)

The 'Solo K' Retirement Plan (May 2005)

The Art of the Deal: Tax Consequences of Collecting (April 2005)

Taxes and Bond Returns (March 2005)

Medicaid Planning with Life Estates (March 2005)

Housing as a Portfolio Asset: A Life-Cycle Analysis (January 2005)

Cash: The Favorite Target of Fraudsters (November 2004)

Using Contextual Reporting in Tracking Financial Planning Goals (September 2004)

Using Life Settlements to Tap the Value of Hidden Assets (August 2004)

Choosing the Best Tax-Favored Education Benefit Strategy (June 2004)

Twenty Questions About Elder Planning (May 2004)

Life Settlements: An Insurance Planning Tool (April 2004)

Identity Theft: It Can Happen to You (April 2004)

Business Valuation
The Benefits of Hybrid Valuation Models (January 2006)

Understanding the Valuation Discount for Lack of Marketability (August 2005)

CPAs and the Changing Valuation Field (February 2005)

Deferred Compensation and the Valuation of Professional Practices (January 2005)

When Tangible Assets Lose Their Value (December 2004)

Valuing Operating Assets in Place and Computing Economic Value Added (November 2004)

A Misunderstood Aspect of Business Value: The Market Approach (October 2004)

Fifth Circuit, Reversing Tax Court, Clarifies Valuation of Privately Held Corporations (July 2004)

A New Approach to Uncertainty in Business Valuations (April 2004)

Financial Management
Financial Aspects of Technology Management (May 2008)

The Seven Fatal Flaws of Performance Measurement (June 2004)

Corporate Finance
SBA Partners Help Small Businesses (October 2007)

Cash-to-Cash Analysis and Management (August 2007)

Treatment of Section 404 Compliance Costs (March 2006)

Issues in the Deductibility of Trade Promotion Expenditures (November 2005)

Valuing Employee Stock Options: A Binomial Approach Using Microsoft Excel (July 2005)

Tax Effects on Partnership and Limited Liability Company Interests (February 2005)

Escheat: Financial Statement Considerations (August 2004)

Structuring Corporate Buy-Sell Agreements (June 2004)

Trusts & Estates
Trust-Owned Life Insurance: Policy Review and Funding Techniques (February 2007)

Economic Damages Under New York Wrongful Death Statute (June 2006)

Tax Court Limits Trust Deductions (April 2006)

IRS Final Regulations Define Trust Income (April 2004)

Unified Credit Funding Technique Approved By IRS (November 2004)

Estate Planning Basics (September 2004)

Employee Benefit Plans
Fiduciary Responsibilities and Opportunities (August 2007)

Should a 401(k) Plan Be a Safe Harbor 401(k) Plan? (March 2007)

ERISA Fiduciary Responsibilities and Registered Investment Advisors (January 2007)

Participant-Level Money Management Account Option (November 2006)

Defer with Caution (October 2006)

Health Savings Accounts: The New Benefits Plan? (August 2006)

Defined Contribution Plan Failure: Options for Participants (July 2006)

De Minimis Fringe Benefit Rules: Current Guidance and Tax Implications (April 2006)

ERISA Fiduciaries' Duties in Mutual Fund Investigations (April 2006)

DOL Guidance on Missing Participants (April 2006)

Department of Labor Position on 401(k) Elective Deferral Deposits (February 2006)

401(k) Plans and Liability Exposure for Plan Sponsors (December 2005)

SFAS 132(R) and New Pension Disclosures (October 2005)

The New PBGC Voluntary Correction Program (August 2005)

PBGC Proposes Changes to Participant Notice Penalties (August 2005)

Advantages of 401(k)- Profit-Sharing Plans (March 2005)

Nonqualified Deferred Compensation Plans (February 2005)

Section 412(i) Plans Still Viable Under Recent Regulations (October 2004)

Career Consequences of Flexible Work Arrangements: The Daddy Track (September 2004)

The CPA in Industry
Related-Party Pricing (April 2008)

Planning Internal Service Department Resources to Avoid Suboptimal Behavior (January 2008)

Accountants' Liability
Minimizing Risk Exposures in a Trusteeship (September 2004)

Fraud
Anatomy of a Financial Fraud (October 2004)

Not-for-Profit-Organizations
Charities and Terrorist Financing (March 2008)

Supporting Organizations, Sections 501(c)(3) and 509(a)(3) (February 2005)

Estate Planning
Valuation of Lottery Prize Payments for Estate Tax Purposes: An Analysis (June 2007)

Understanding the Pitfalls of Beneficiary Designation Forms (September 2006)

Limited Liability Companies and Estate Planning (March 2005)

Markets & Investments
A Primer on Exchange Traded Funds:Purpose, Operation, and Risk (September 2006)