Stay up to date on what's happening!
Many CPAs will miss the opportunity to engage in exit planning and provide greater value to their clients because they lack the skills to assist them. Continue Reading
CPAs can help clients take advantage of the opportunities that come with a downturn. Continue Reading
This year has not been conducive to a long-term retirement saving mindset. Continue Reading
It is almost certain there will be fewer independent advisory firms in the next 36 months than there are today. Continue Reading
June 4, 2020: The U.S. Senate passed the House version of Paycheck Protection Program (PPP) legislation Wednesday night, tripling the time allotted for small businesses and other PPP loan recipients to spend the funds and still qualify for forgiveness of the loans. Continue Reading
Your clients may be feeling stressed and uncertain about their financial future, and are likely asking questions. Continue Reading
With the world in disarray, is it okay to focus on business development? Continue Reading
This article highlights one of the more significant impacts the SECURE Act can have on your estate plan, specifically when your children will have access to assets in inherited retirement accounts. Continue Reading
Want to call and check in with your clients? Here are some low-pressure, yet valuable, subjects to discuss. Continue Reading
Advisors can provide clients with their desired combination of self-directed and advisor-directed resources to improve the planning process. Continue Reading