What kinds of tax services result in the most expensive claims?

Deborah Rood, CPA, outlines the four instances where claims can be severe.

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.

Translating Social Security rules

Here's why clients shouldn't be worried that Social Security will completely disappear.

What can CPA financial planners do for people who are retiring?

Lori Luck, CPA/PFS, discusses the many ways CPA financial planners can assist retiring clients, and why she finds it fulfilling to help clients meet their retirement goals.

Why financial planning is a great opportunity for young CPAs

Chris Benson, CPA/PFS, talks about why personal financial planning can be a rewarding field for younger CPAs.

Why family meetings are vital to estate planning

Lisa Featherngill, CPA/PFS, talks about why it’s so important for families to communicate about estate plans.

How CPAs can help divorcing clients

CPAs can provide invaluable assistance to clients who are getting divorced. Tracy Stewart, CPA/PFS, explains how.

Why clients work with CPA financial planners

Lori Luck, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss the life changes that often lead clients to meet with CPA financial planners.

How to get started as a PFP

Interested in becoming a CPA/PFS? Steve Klane, CPA/PFS, and Ryan Genor, CPA/PFS, who both transitioned to personal financial planning after traditional CPA careers, talk about how they got started.

The power of combining tax knowledge with financial planning

Lisa Featherngill, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss how having tax knowledge has helped them practice financial planning.

Why CPAs are well-positioned to offer PFP services

CPAs possess technical expertise and are viewed as trusted advisers by their clients. As Chris Benson, CPA/PFS, Brooke Salvini, CPA/PFS, and Lori Luck, CPA/PFS, explain, that’s why they’re well-suited to provide personal financial planning services.

What it means to be a CPA financial planner

Lisa Featherngill, CPA/PFS, and Brooke Salvini, CPA/PFS, explain why they find being a CPA financial planner is rewarding and meaningful.

What’s in My Bag? Cable management

Marc Staut, a principal with Boomer Consulting, demonstrates some of the best technology and other gadgets he carries in his bag. In this video, he demonstrates various charging cables, battery packs, and associated tools.

What’s in My Bag? Headphones

Marc Staut, a principal with Boomer Consulting, demonstrates some of the best technology and other gadgets he carries in his bag. In this video, he gives a hearing to some of the best headphones and ear hooks on the market.

What’s in My Bag? Miscellaneous

Marc Staut, a principal with Boomer Consulting, demonstrates some of the best technology and other gadgets he carries in his bag. In this video, he touches on a variety of trinkets.

What’s in My Bag? Power essentials

Marc Staut, a principal with Boomer Consulting, demonstrates some of the best technology and other gadgets he carries in his bag. In this video, he focuses on devices designed to power your computing and other equipment.

How to turn disruption into opportunity

Scott Adair, CPA, CGMA, CFO for the Rochester-Genesee Regional Transportation Authority in New York, discusses how to be flexible when temporary changes arise.

Think ahead if you’re considering consulting

Independent recruiter Beth A. Berk, CPA, CGMA, recommends you assess both your skills and your motivation.

Be transparent about working on the side

Independent recruiter Beth A. Berk, CPA, CGMA, suggests you research policies and employment contracts ahead of time.

Got gigs? How to list contract work on your résumé

Independent recruiter Beth A. Berk, CPA, CGMA, outlines how to sell and explain gig assignments as a positive versus a negative.