Plan Tomorrow Today


SURVEY SAVVY

f your clients’ personal savings accounts aren’t increasing fast enough to provide a lucrative retirement, you might suggest they switch to equities. Nearly 57 million U.S. households owned stock directly or through mutual funds—three times the number that did two decades ago, according to a survey by the Investment Industry Association and the Securities Industry Association. Even though this growth was primarily through employer-provided retirement plans, three-quarters of those surveyed owned individual stocks outside of these plans and used professional financial advisers.

SPONSORED REPORT

Building client loyalty with payroll services

In this report, CPA experts detail their tactics for performing successful payroll services, how to mitigate risk in the process, and the impact payroll can have as a value-added service.

PODCAST

Using drones to enhance audits

Hermann Sidhu, CPA, global assurance digital leader at EY, walks us through EY’s exciting new project to use drones to help audit large warehouses and outdoor inventories.