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Financial Crisis 2008

The turmoil in the stock market highlights several planning issues for your clients. Although tax considerations should not be the primary incentive for investment decisions, market events have made this year-end a critical time for investment and tax planning. To help you meet the needs of your clients, CalCPA's Personal Financial Planning Committee offers the following resources.

VALUABLE RESOURCES
Federal

Financial Industry Regulatory Authority
When a Broken Firm Closes its Doors 

Financial Publications

Perspective of Volatility in the Bond Markets
Explanation of Volatility Indicators

FDIC
Insured Deposit Summary
Deposit Insurance Programs

US Treasury Department
Money Market Guarantee Program
Articles

Banking in Times of Trouble

2008 Year-end Planning Issues for Your Clients

Trends Send Warnings About Retirement to CPAs, Clients

The Challenge of Success: Stock options as a form of compensation have become more complex. Learn how to perform equity compensation analysis and what factors to consider if you are a stock option holder. 

Publication of resources does not constitute endorsement by the California Society of CPAs. Items published, unless otherwise specified, represent the views of the authors and individuals quoted.