Experienced CPA financial planners share best practices to help you establish yourself as a trusted adviser and ensure a successful and productive engagement.
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.
Advisers face the difficult task of helping clients plan for next year without knowing for certain which party will control the Senate.
Financial planners who use hourly billing, subscription fees and other alternatives to the AUM billing model shared their experiences at the ENGAGE conference.
Two experienced CPA financial planners offer tips for reaching out to clients and helping to calm their fears.
CPA financial planners must carefully document for clients all risks associated with recommended investments.
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.
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.
Cortlon Cofield, CPA/PFS, offers his best advice for marketing to and working with Millennial clients.
Whatever you call it, you're likely already doing financial planning for your clients, says Ted Sarenski, CPA/PFS.
CPA financial planners share questions their clients commonly ask and how they address them.
CPAs share tips on how to provide clients with the emotional support and financial know-how.
Medigap High-F provides the same coverage as Medigap F but has much lower premiums.
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.
CPAs can help their clients avoid falling victim to fraud ensuring donations are made to legitimate 501(c)(3) organizations.
CPAs armed with the right information are well-positioned to help clients with student loans save a considerable amount of money.
Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
Student loan repayment alternatives are complex, and borrowers struggle to make sense of their options.
This column offers suggestions on the issues you should discuss with your clients.
As wealthy Baby Boomers transfer their assets to Millennials, CPAs can help families preserve their assets and build loyalty to the firm by developing relationships with the younger heirs.