12 Timely Topics for Client Conversations
- February 13, 2020
Want to call and check in with your clients? Here are some low-pressure, yet valuable, subjects to discuss. Continue Reading
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Help Clients Predict Health Care Expenses in Retirement
- February 4, 2020
Advisors can provide clients with their desired combination of self-directed and advisor-directed resources to improve the planning process. Continue Reading
How to guard client finances against dementia
- January 28, 2020
CPAs’ advice and diligence can help older clients and their families avoid costly mistakes. Continue Reading
SECURE Act brings changes for inherited accounts
- January 27, 2020
The SECURE Act changed the rules for inherited retirement accounts by stipulating that many beneficiaries will have only 10 years to withdraw all of the funds. "We'll be looking at beneficiary designations in greater detail, particularly those who are leaving retirement accounts directly to children or non-spouse beneficiaries and to trusts for the benefit of children," said Oscar Vives Ortiz, CPA/PFS. Continue Reading
CAMICO Tip of the Month – Avoiding Pitfalls in HR-Related Matters
- October 23, 2019
Clients sometimes ask their CPA to assist them with human resources-related matters, such as assisting with the recruitment of a new CFO, or with “redesigning their accounting department.” Here’s how to avoid some of the pitfalls in such scenarios. Continue Reading
Three signs your client's investments aren't tax friendly
- September 3, 2019
Helping your tax clients get the most out of their tax situation could come down to making smart investments choices. Learn how to keep your clients on track by avoiding common investment mistakes. Continue Reading
Tips for successfully managing special needs trusts
- August 27, 2019
Special needs trusts are a valuable planning tool for families that include a person with a disability. Here are tips for successfully managing this kind of trust by coordinating a team of professionals, planning for the future and helping clients navigate public benefits. Continue Reading
The non-CPAs every CPA should have in their network
- August 19, 2019
Relationships with the right professionals help CPAs provide the best possible service to their clients. Continue Reading
The softer side of wealth management: Why soft skills matter so much to clients
- August 5, 2019
Technical knowledge is important, but soft skills and empathy are ultimately what separate the best financial advisers from the rest. Advisers must ask the right questions so they can uncover which issues matter most to their clients. Continue Reading
Millennials are changing our tax practices. Here's how
- June 25, 2019
Millennials are influencing marketing trends, technological advancement, politics, travel and food. And they are affecting your tax firm — even if you don't realize it yet. Continue Reading