Investment Committee Effectiveness Backgrounder
An effective Investment Oversight Committee is the foundation upon which a dependable 401(k) program is built in your organization. Its main purpose is to ensure your plan remains competitive while continually offering a solid array of fund options.
Published on May 11, 2010
Additional Legislative/Regulatory Topics
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on October 28, 2013
An Interview with Mike Seefeld
CPA Mike Seefeld is a director of Elder Planning Services at KBA Group LLP in Dallas. A former tax practitioner, Seefeld began considering Elder Planning services about three years ago. Read more about his transition to working in Elder Planning services.
Published on April 28, 2011
Portability A Planning Game Changer
The Planner sat down with Steven Siegel to find out more about portability and to discover what CPA financial planners need to know about this topic.
Published on November 19, 2013
Business Structure Plays a Key Role for CPA Planners in Business Continuity
CPAs have a variety of business structure options to choose from in building a PFP practice. Choosing the one that is right for you takes time and careful consideration.
Published on September 20, 2010
Bob Veres E-Columns
In his e-columns, Bob Veres explores topics that help you serve your clients better, and create a more efficient, effective and profitable practice.
Published on October 03, 2013
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