Recent developments in estate planning: Part 2
- November 9, 2020
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Recent developments in estate planning: Part 1
- October 1, 2020
An annual update covering trust and gift tax issues, including regulations explaining deductions permitted for trusts and estates after the TCJA eliminated miscellaneous itemized deductions for individuals. Continue Reading
How to meet changing client expectations
- August 7, 2020
Evolving market conditions are causing client expectations to change, leading to new business models favoring non-hourly fee structures, diversified services bundling and greater industry specialization. Continue Reading
Three simple ways to sharpen your online presence
- July 28, 2020
A few minor changes can dramatically improve the way you appear to clients and colleagues. Continue Reading
How to build a successful exit planning practice
- June 26, 2020
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
Economic downturn? Not if you're smart
- June 26, 2020
CPAs can help clients take advantage of the opportunities that come with a downturn. Continue Reading
Advising coronavirus-strapped clients who need cash now
- June 8, 2020
This year has not been conducive to a long-term retirement saving mindset. Continue Reading
Adaption Or Extinction—A New Reality
- June 8, 2020
It is almost certain there will be fewer independent advisory firms in the next 36 months than there are today. Continue Reading
PPP forgiveness changes coming as Senate passes House bill
- June 4, 2020
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
3 retirement questions your clients are asking amid COVID-19
- May 18, 2020
Your clients may be feeling stressed and uncertain about their financial future, and are likely asking questions. Continue Reading