Holiday Shopping: A Cautionary Tale Holiday Shopping: A Cautionary Tale As a teenager, every year I knew where...
Archive for category: News
Women’s Initiatives Executive Committee CPA Firm Gender Survey
Women’s Initiatives Executive Committee CPA Firm Gender Survey Click here to download a PDF of this infographic. ...
How to Retain Retirement Planning Clients – For the Long Term
How to Retain Retirement Planning Clients – For the Long Term The latest AICPA PFP Trends Survey, a quarterly poll...
Six Tips from a 30-year EBP Auditing Veteran
Six Tips from a 30-year EBP Auditing Veteran I tackled my first employee benefit plan audit in 1984. It was...
CPAs Give Back This Veterans Day
CPAs Give Back This Veterans Day In this country, we owe a debt of gratitude to veterans. Each year, more...
How to Help Your Clients Get Ready for Retirement
How to Help Your Clients Get Ready for Retirement Clients approaching retirement may be eager to make lifestyle changes, find...
Important Changes to LinkedIn Groups Have Arrived
Important Changes to LinkedIn Groups Have Arrived Across the social media space, LinkedIn is one of the most widely adopted...
How to Create a Retirement Savings Policy Statement for Your Clients
How to Create a Retirement Savings Policy Statement for Your Clients “Live for today – plan for tomorrow” has always...
Post-Mortem Planning: Helping Clients Make Decisions About Their Money
Post-Mortem Planning: Helping Clients Make Decisions About Their Money What happens to your money when you die? While it’s never...