Jack is agitated. He has been a client for 10 years, and is now 80 years old. He lost his wife of 40 years a year ago. At your last meeting six months ago, Jack was engaged and paid close attention. Today, he is easily distracted. While he has
Elder, special needs & chronic illness planning
Smart Stops on the Web
TAX SOFTWARE SITES Links to Tax Programs www.futureofsoftware.net CPAs and tax preparers can find links here to sites that offer software—either to demo for free or purchase—as well as hardware and peripherals. Users can explore categories such as computer rentals, data recovery and storage, and multimedia. A search on the
Are You Ready For New Assurance Services?
EXECUTIVE SUMMARY THE INTRODUCTION OF NEW ASSURANCE services could double or even triple the CPA profession’s $7 billion accounting and auditing income. But the new opportunities will not come easily. New services must be identified, new competencies developed and barriers will have to be overcome. THE REPORT OF THE AICPA
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How to find the right CAS clients
The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.
