By understanding psychological influences on decision-making, CPAs can work with clients more effectively and improve how they operate their practice.
Practice management
Using behavioral science in a financial-planning practice
By understanding psychological influences on decision-making, CPA financial planners can work with clients more effectively and improve how they operate their practice.
End-of-year financial and tax considerations
With 2023 coming to a close, the time is now for clients to take stock of opportunities to reduce their taxable income and plan for their financial future.
How CPA financial planning firms can move forward post-pandemic
Firms and clients are both reassessing their
priorities in the wake of the pandemic.
Choosing a billing method for financial planning
CPA financial planners discuss the pros and cons of different billing methods for financial planning services and why they chose the one they did.
What CPAs must do at the first financial planning meeting
Experienced CPA financial planners share best practices to help you establish yourself as a trusted adviser and ensure a successful and productive engagement.
How CPAs bill for financial planning services
Four CPA financial planners discuss how they chose to structure their billing, why they chose the method they did, and why it works for their firm.
It’s a tough year for year-end tax planning
Advisers face the difficult task of helping clients plan for next year without knowing for certain which party will control the Senate.
How CPA financial planners can succeed with alternative fee models
Financial planners who use hourly billing, subscription fees and other alternatives to the AUM billing model shared their experiences at the ENGAGE conference.
Show clients empathy in uncertain times
Two experienced CPA financial planners offer tips for reaching out to clients and helping to calm their fears.
Financial planning: Remember to plan for risk
CPA financial planners must carefully document for clients all risks associated with recommended investments.
CPAs need to watch these health care pricing rules
New rules are designed to make health care pricing more transparent, and CPA financial planners could use that information to help clients make more informed decisions.
What to say to grieving clients
Grief expert Amy Florian, CEO of consulting company Corgenius and a speaker at ENGAGE, suggests some dos and don’ts when supporting clients who have suffered a loss.
Tips for working with Millennial clients
Cortlon Cofield, CPA/PFS, offers his best advice for marketing to and working with Millennial clients.
Add value with planning advisory services
CPA financial planners share questions their clients commonly ask and how they address them.
How to help clients rebound from a natural disaster
CPAs share tips on how to provide clients with the emotional support and financial know-how.
High-deductible Medigap plan makes sense for some
Medigap High-F provides the same coverage as Medigap F but has much lower premiums.
How to get the most out of HSAs
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.
How to help clients avoid post-disaster donation fraud
CPAs can help their clients avoid falling victim to fraud ensuring donations are made to legitimate 501(c)(3) organizations.
Make clients aware of their options for student loan debt relief
CPAs armed with the right information are well-positioned to help clients with student loans save a considerable amount of money.
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