June 1, 2012
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BY
Jordan D. Amin, CPA and Melora C. Heavey
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Article
Ninety-four percent of Americans say they have financial concerns of some sort, according to a 2012 Harris Interactive Survey conducted on behalf of the AICPA. These concerns range from the rising cost of gas to lack of emergency savings to retirement planning. Since launching in 2004, the award-winning 360 Degrees of Financial Literacy (360financialliteracy.org) has brought together CPA volunteers, the state CPA societies, and the Institute in a volunteer effort to help Americans of all ages tackle financial concerns like these and much more.
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June 1, 2012
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BY
Jordan D. Amin, CPA and Melora C. Heavey
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Article
Ninety-four percent of Americans say they have financial concerns of some sort, according to a 2012 Harris Interactive Survey conducted on behalf of the AICPA. These concerns range from the rising cost of gas to lack of emergency savings to retirement planning. Since launching in 2004, the award-winning 360 Degrees of Financial Literacy (360financialliteracy.org) has brought together CPA volunteers, the state CPA societies, and the Institute in a volunteer effort to help Americans of all ages tackle financial concerns like these and much more.
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June 1, 2012
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BY
Jordan D. Amin, CPA and Melora C. Heavey
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Article
Ninety-four percent of Americans say they have financial concerns of some sort, according to a 2012 Harris Interactive Survey conducted on behalf of the AICPA. These concerns range from the rising cost of gas to lack of emergency savings to retirement planning. Since launching in 2004, the award-winning 360 Degrees of Financial Literacy (360financialliteracy.org) has brought together CPA volunteers, the state CPA societies, and the Institute in a volunteer effort to help Americans of all ages tackle financial concerns like these and much more.
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April 1, 2012
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BY
Lewis J. Altfest, CPA/PFS, Ph.D., and Walter M. Primoff, CPA/PFS
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Article
Much has been written in recent years about wealth management services that call for practitioners, including CPAs, to have personal financial planning certification and to come under investment-adviser or other regulations. Much less attention has been paid to PFP services that don’t require specialization or additional licensing. One of these services is helping clients assemble and oversee wealth management teams.
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April 1, 2012
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BY
Lewis J. Altfest, CPA/PFS, Ph.D., and Walter M. Primoff, CPA/PFS
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Article
Much has been written in recent years about wealth management services that call for practitioners, including CPAs, to have personal financial planning certification and to come under investment-adviser or other regulations. Much less attention has been paid to PFP services that don’t require specialization or additional licensing. One of these services is helping clients assemble and oversee wealth management teams.
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April 1, 2012
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BY
Lewis J. Altfest, CPA/PFS, Ph.D., and Walter M. Primoff, CPA/PFS
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Article
Much has been written in recent years about wealth management services that call for practitioners, including CPAs, to have personal financial planning certification and to come under investment-adviser or other regulations. Much less attention has been paid to PFP services that don’t require specialization or additional licensing. One of these services is helping clients assemble and oversee wealth management teams.
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March 1, 2012
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BY
Jeff Drew
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Article
As Americans enter old age in rapidly increasing numbers, more accountants will run into situations like the one a Virginia CPA encountered last year. The CPA spent five hours rummaging through the home of a 94-year-old client, trying to find the paperwork needed to complete the man’s 2010 tax return.
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March 1, 2012
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BY
Jeff Drew
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Article
As Americans enter old age in rapidly increasing numbers, more accountants will run into situations like the one a Virginia CPA encountered last year. The CPA spent five hours rummaging through the home of a 94-year-old client, trying to find the paperwork needed to complete the man’s 2010 tax return.
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March 1, 2012
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BY
Jeff Drew
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Article
As Americans enter old age in rapidly increasing numbers, more accountants will run into situations like the one a Virginia CPA encountered last year. The CPA spent five hours rummaging through the home of a 94-year-old client, trying to find the paperwork needed to complete the man’s 2010 tax return.
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February 1, 2012
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BY
Betsy Brill and Susan Winer
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Article
Many nonprofits operate with tight resources, and some are struggling to survive in the slow economy. Here are ways to determine if the charities your clients support are effectively governed, accountable and fiscally responsible. Check the organization’s tax-exempt status and confirm that it is in good standing.
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