News

Consulting services can gain traction faster when your firm instills advisory skills in all client-facing professionals. Continue Reading

Helping clients plan their own funerals can ensure their wishes are carried out and reduce stress for family members at a difficult time. Among the factors to consider are cost, method of burial and funeral home preference. Continue Reading

Legalized cannabis is a fast-growing industry, but providing services to cannabis businesses carries risk for CPA firms. Here are factors to consider related to this practice area. Continue Reading

The House has voted 417-3 to pass the Setting Every Community Up for Retirement Enhancement Act of 2019, which would make changes intended to encourage Americans to save for retirement. Major provisions include removing obstacles to small businesses offering retirement plans and making it easier for plans to offer annuities. Continue Reading

How does one jump from company leader to adviser after age 50? We tapped several experts on preparing for and making this transition. Continue Reading

Younger advisers and consumers are driving significant change in the planning profession and the compensation models it uses. Some firms are moving toward pricing models based on monthly subscription fees or hourly fees, for example, and away from an assets-under-management approach. Continue Reading

Findings from new research surrounding CPA financial planners found that running out of money remains the top retirement planning concern for clients. Have your members read the full results. They’ll also get practical advice on how a well-thought-out financial plan can ease their clients’ worry. Continue Reading

Certain trends -- including the tendency for people to live longer and remain in better health -- could affect the future of retirement, according to a new white paper. Continue Reading

Performing certain tasks before leaving the workforce, such as doing home repairs and paying off debt, can set the stage for a successful retirement. Continue Reading

The Tax Cuts and Jobs Act has created the Sec. 199A deduction, which could affect retirement-planning strategies used by business owners. For example, those who have income that is too high to qualify for the full deduction might want to contribute to retirement accounts to lower taxable income. Continue Reading