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    The CPAs Role in Elder Planning Services

    Article Elder Planning services focus on the specific needs and goals of older adults. This article details these services, including accounting, cash flow planning and budgeting, pre- and post-retirement planning, insurance reviews...
    Published on May 16, 2011

    Structure and Implementation

    Guide This section summarizes structure and other considerations in implementing an investment services business
    Published on April 09, 2010

    What are Elder Planning Services and Why Should I Get Involved

    Article Practitioners who offer Elder Planning services not only expand their firm's scope of services and increase the revenue from their existing clients, but they also attract and retain new clients who are struggling with...
    Published on May 16, 2011

    One CPAs Story on Becoming a Registered Investment Advisor

    Member Profile CPAs are realizing more and more that their financial competence, coupled with their ethical commitment, make them ideal candidates to become financial planners and investment advisors. In addition, CPAs are already adept at nurturing long term client relationships.
    Published on March 24, 2011

    Q&A With Mitch Freedman One CPAs Thoughts on the Development of Disaster Recovery

    FAQ Find out about one CPA's thoughts on the development of Disaster Recovery: A Guide to Financial Issues and the role he sees CPAs filling in the time after a disaster. Mitchell Friedman discusses why CPAs are a vital resource for the public in these situations and the opportunities you have
    Published on June 04, 2014

    An Interview with Mike Seefeld

    Member Profile 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...
    Published on April 28, 2011

    Portability A Planning Game Changer

    Article 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

    Fiduciary Standard of Care

    Overview Learn about the elements needed to be deemed a fiduciary.
    Published on July 16, 2014

    CPA/PFS Profile Susan Bruno

    Member Profile This profile of Susan Bruno focuses on her practice and how she educates women of all ages about finance and estate planning.
    Published on June 23, 2014

    Inside Information Newsletter

    Article Current issues of Inside Information
    Published on July 23, 2014

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