Five Financial Concerns of Your Affluent Clients


Five Financial Concerns of
Your Affluent Clients

Members of U.S. households with more than $250,000 in investable assets ranked the following as the issues most likely to affect their savings and investments:

1. Health care costs.
2. Increases in energy prices.
3. Protecting current wealth.
4. Minimizing taxes.
5. State of the U.S. economy.

Source: Phoenix Marketing International, Affluent Marketing Service, www.phoenixmi.com .

BUSINESS TRENDS

PODCAST

What’s next for potential CPA licensure changes

A new model proposed by NASBA and the AICPA is designed with an eye on the future for newly licensed CPAs. The AICPA's Carl Mayes, CPA, provides background on the project and a look ahead to 2020.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.