Wealth Management and Chronic Illness
Article:
...in fact, a reasonable understanding of the current status of a client’s chronic illness and the likely disease course can enable advisors to provide more tailored and beneficial financial planning
Published on January 28, 2011
Certified Public Accountants, the Preferred Financial Planner
Article:
The time has come to take stock of the options that Certified Public Accountants (CPAs) have for their clients’ financial planning needs. Whether it is incorporating a financial-planning practice in a firm, partnering with a CPA financial planner or referring business to a CPA financial planner, never has there...
Published on January 28, 2011
Financial Planning for Women
Article:
70 percent of widows fire their advisors within a year. What can you do to attract and retain your female prospective clients?
Published on January 28, 2011
Financial Planning Using a Clients Form 1040
Article:
CPAs can provide valuable assistance to their clients by taking some time after busy season to use the tax return as a guide to helping their clients deal with the current economic difficulties.
Published on January 28, 2011
CDs That Pay 12 Percent
Article:
During these days of uncertainty and historically low-rates, I’m often asked “how can I get attractive returns on investments (ROI) that also keep my money safe?”
Published on January 28, 2011
Financial Planning Digest
Article:
Published on March 25, 2010
PFP Publications
Article:
Published on April 19, 2013
Incorporating the Statement on Responsibilities in Personal Financial Planning into a Tax Practice
Article:
This column explains the Statement on Responsibilities in Personal Financial Planning Practice, issued by the AICPA’s PFP Executive Committee, and discusses how practitioners can use it to help clients with personal financial planning
Published on January 13, 2012
Retirement Plan Strategies After the Financial Crisis
Article:
There remains a sense of financial uncertainty, which makes it harder to plan for the future, yet it’s now more important than ever to develop a proactive retirement strategy
Published on January 28, 2011
Current Leading Practices for Structuring the Family Office
Article:
This article explores certain structural attributes of the family office in an attempt to identify some leading practices for families (and their advisers). These structural attributes are organized into four categories: (1) ownership and governance, (2) scope of services provided, (3) capital structure and funding, and (4) entity selection and
Published on April 17, 2012
Money, Advice and CPAs
Article:
Money is a wonderful and deceivingly simple convenience. Though individuals run quickly into situations benefiting from a CPA’s expertise, many of them find it difficult to seek and take advice. Quirks of modern life do not make it any easier.
Published on January 28, 2011
Medicare Participants Out-of-Pocket Healthcare Costs on the Rise
Article:
For years, Medicare Supplement Insurance (Medigap) policies drew little attention from advisors. But three key events in 2010 should serve to focus CPA advisors’ attention on Medigap policies.
Published on January 28, 2011
Improve Your Clients Chances of Getting a Loan
Article:
I can’t decide which was more painful: shredding my ACL playing hoop, a chatty dentist drilling into my nerve or spending the last five months applying for a mortgage. While it should be the former two that would bear the most pain, it was actually the latter that took
Published on January 28, 2011
Strategies for the Social Security Safety Net
Article:
For approximately the next 20 years, 10,000 people a day will become eligible for Social Security retirement benefits and will be looking to a tax practitioner to help them plan for the future.
Published on August 24, 2012
Eight Trends in Affluent-Client Communications
Article:
For advisors working with affluent clients, stronger communication channels boost productivity, satisfaction and profitability.
Published on January 28, 2011