Fiduciary Responsibility Fact Sheet
...With respect to qualified plan assets, a fiduciary must act prudently, diversify the investments of the plan's assets, and act in a manner consistent with the plan's documents
Published on March 03, 2010
Why One Firm Decided to Offer Elder Planning Services
In this article Jon Meyer, Managing Owner of OmniCare Family Resources, LLC discusses his firm's decision to offer Elder Planning services, so that other CPAs considering this specialty can learn from their experience and reap the financial and emotional rewards of running a successful Elder Planning practice.
Published on January 15, 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
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