Practice management

TOPICS / PERSONAL FINANCIAL PLANNING

April 1, 2008

Trust-Owned Life Insurance: The CPA’s Role

Many CPAs recommend that their high-net-worth clients use trust-owned life insurance (TOLI) as the cornerstone of their estate plan. In addition, many CPAs choose to serve as trustees of such trusts. CPAs who are considering accepting a trustee designation should be well aware of the hazards inherent to the task

January 1, 2002

Ten “Musts” for Developing a PFP Practice

CPAs interested in careers in personal financial planning or who have established practices and would like to create a niche in this area can follow these steps to get started: Select a practice structure. Depending on their firm’s purpose or the way they conduct business—including how much liability they are

FROM THIS MONTH'S ISSUE

Flip out with the latest Tech Q&A

The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format.