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
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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
Five advisory traits to succeed at consulting
- June 18, 2019
Consulting services can gain traction faster when your firm instills advisory skills in all client-facing professionals. Continue Reading
Advance funeral planning removes burden for family members
- June 10, 2019
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
Providing services for cannabis clients
- May 30, 2019
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
US House passes retirement bill in bipartisan vote
- May 28, 2019
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
Taking a late-career leap
- May 14, 2019
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
Gen X, Gen Y drive change in advisory pricing models
- May 13, 2019
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
New AICPA survey reveals clients’ top retirement fears
- March 18, 2019
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