you can’t do it alone. too many cpa firms fail to adequately understand the broad range of services required to properly service their high-net-worth personal financial planning clients, according to a longtime leader in the field. “i have long been … continued
signs of resignation among sellers.
in what may come as mixed news for tax and accounting professionals, the pace of small businesses sold accelerated 8 percent in the second quarter of 2011, but it may be because owners are accepting that their businesses aren’t as valuable as they used to be.
oft-overlooked by cpas, these ideas can set you apart as a personal financial adviser.
by al prentice
1st global
as cpa wealth managers know, the foundation of a holistic financial plan requires tax-optimized planning.
winning new business is a team sport. spectators need not apply.
by gale crosley, cpa
crosley+company
the best firms are involved in the relentless pursuit of creating a firm-wide growth culture. read more →
despite cpas’ huge advantages, why do they own only one-tenth of 1% of the business? the cpa profession could — if it mobilizes on the opportunity — quickly become the dominant provider of comprehensive high-profit wealth management and financial planning … continued