As a CPA, you've distinguished yourself as the most trusted business advisor! Now, learn how you can enhance your practice and your value to clients and employers through specialized credentials and designations.
The AICPA offers exclusive credentials for qualified financial professionals that can differentiate you as having knowledge and expertise in a specialty practice area, giving you, your firm or your organization a competitive advantage. Learn more at aicpa.org/credentials
The ABV credential gives valuation professionals an edge and sets them apart from others by arming them with the tools and resources needed to provide the best service to their clients. Learn more
The CEIV credential signals your dedication to approaching the valuation of entity and intangible assets in a consistent and transparent manner and demonstrates your commitment to protecting the public interest. Learn more
The CFF credential positions forensic accounting professionals for increased demand in one of the fastest-growing specialty areas for CPAs, showcasing their forensic accounting skills in bankruptcy and insolvency; electronic data analysis; economic damages calculations; fraud prevention, detection, and response; litigation support; stakeholder disputes; and valuations. Learn more
The CGMA designation is the global designation for CPAs working in business and government. Powered by the resources of AICPA and CIMA, two of the world’s leading accounting organizations, the CGMA designation distinguishes professionals who have advanced proficiency in finance, operations, strategy, and management. Learn more
The CITP credential acknowledges those who have received additional training in the areas of emerging trends, security and privacy, business solutions, IT assurance, and risk and data analytics. Learn more
The PFS credential is the only personal financial planning credential exclusively offered to CPAs; it demonstrates their expertise in the specialized topic of personal financial planning, including estate, retirement, investment, risk management/insurance and tax planning. Learn more
Members of Generation X often feel pressure to support older relatives as well as their own children. Advisers can help in several ways, including developing estate plans and ensuring that any financial assistance clients give family members fits into their broader financial plans.
Continue ReadingLess-affluent clients can be great clients for an advisory firm if handled correctly.
Continue ReadingLarge RIAs share marketing advice for the little guys
Continue ReadingClients may face several threats to their financial well-being, including illness and injury, legal risks, and market volatility. This broad range of threats makes holistic planning a good way for advisers to provide value and deepen relationships with clients.
Continue ReadingHere is a look at legislative and regulatory developments affecting estate and gift taxes that occurred from June 2017 to May 2018. The article covers the impact of the Tax Cuts and Jobs Act as well as court decisions and IRS actions.
Continue Reading