E-Column - August 15, 2012
Bob writes, “Rick Kahler, who practices in Rapid City, SD, looked at his own firm, and decided that the traditional model for adding great employees--the people who service his clients--just wasn't very effective
Published on August 17, 2012
Asset Protection Strategies
In this web seminar, you will learn ways in which your clients can protect themselves from potential future creditors, including the ethics of asset protection planning, the law of fraudulent transfers, exemption planning, amont other topics.
Published on September 26, 2012
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
2012 Gift Tax Return Tips and Traps
This article highlights some of the many nuances CPA financial planners and practitioners need to consider for completing, and advising on, 2012 gift tax returns.
Published on September 16, 2013
Young Emerging Financial Planner - Frequently Asked Questions
A career as a CPA financial planner or Personal Financial Specialist may be right for you! Here, you will find answers to some commonly asked questions about this unique career!
Published on September 20, 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
Investment Outlook 2014 Optimism Resurfaces in Spite of Challenges
Sue Stevens provides a drill-down discussion that will help you understand the outlook for 2014.
Published on February 05, 2014