Tips for working with Millennial clients
Cortlon Cofield, CPA/PFS, offers his best advice for marketing to and working with Millennial clients.
Practice Management
Why CPAs should consider providing financial planning services
Whatever you call it, you're likely already doing financial planning for your clients, says Ted Sarenski, CPA/PFS.
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.
Why you should discuss the nonfinancial aspects of retirement with your clients
Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
How CPAs can help clients with student loan debt
Student loan repayment alternatives are complex, and borrowers struggle to make sense of their options.
Help your clients make sense of Medicare
This column offers suggestions on the issues you should discuss with your clients.
Preserve family wealth—and your practice—by engaging the next generation
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.
AICPA updates guidance for CPA personal financial planners
The AICPA has updated its guidance on the competencies and information that CPAs who provide financial planning services need to know.
How to work with a grieving client
A growing elderly population means an increasing number of clients losing spouses, and CPAs with strong emotional intelligence will have better relationships with their clients and get more referrals.
The elder planning documents your clients must have
It’s vital that your clients have certain documents in place to protect themselves and their assets in the event of their physical or mental incapacity.
SEC seeks transition plan requirements for investment advisers
CPAs registered as investment advisers with the SEC would have to develop and implement written business continuity plans under a rule proposed by the commission.
6 tips for paying off your student loan debts
Students can practice smart financial management habits that help ensure they’re able to pay off their loans.
Make your practice senior-friendly
By making a few small changes to their offices and communication styles, CPAs can help elderly clients feel more comfortable, well-respected, and secure.
Don’t let clients overlook these key estate planning issues
This column can help clients visualize the consequences of not having an up-to-date plan.
Meeting the financial planning challenges of the future
Discover strategies your firm can use to cope with aging clients, higher health care costs, and the threat of robo-advisers.
