Practice management

TOPICS / PERSONAL FINANCIAL PLANNING

September 1, 2026

How CPAs can expand from tax into personal financial planning

Find out how CPAs in tax practice can add personal financial planning services and build deeper relationships with clients.

May 1, 2026

Managing CPA liability in the Great Wealth Transfer

As Baby Boomers transition trillions to their heirs, CPAs face growing estate, gift, and trust liability risks. Learn how costly claims arise — and practical steps to reduce exposure.

December 1, 2024

Using behavioral science in a financial planning practice

By understanding psychological influences on decision-making, CPAs can work with clients more effectively and improve how they operate their practice.

September 23, 2024

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.

December 1, 2023

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.

April 1, 2022

How CPA financial planning firms can move forward post-pandemic

Firms and clients are both reassessing their
priorities in the wake of the pandemic.

November 1, 2021

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.

June 9, 2021

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.

February 1, 2021

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.

November 16, 2020

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.

July 22, 2020

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.

July 16, 2020

Show clients empathy in uncertain times

Two experienced CPA financial planners offer tips for reaching out to clients and helping to calm their fears.

March 1, 2020

Financial planning: Remember to plan for risk

CPA financial planners must carefully document for clients all risks associated with recommended investments.

February 18, 2020

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.

June 10, 2019

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.

September 4, 2018