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.
Practice Management
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.
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.
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.
Show clients empathy in uncertain times
Two experienced CPA financial planners offer tips for reaching out to clients and helping to calm their fears.
Financial planning: Remember to plan for risk
CPA financial planners must carefully document for clients all risks associated with recommended investments.
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.
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.
Tips for working with Millennial clients
Cortlon Cofield, CPA/PFS, offers his best advice for marketing to and working with Millennial clients.
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.
