The Trusted Advisor: Recent Articles
CPAs: Don’t Let Your Clients Put Their Lives on Hold
A recent study by the AICPA uncovered the depth to which our finances tend to influence other aspects of our lives. Alarmingly, 51 percent of survey respondents said that in the past year, they have put off major life decisions for financial reasons….
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CPAs Should Evaluate Clients’ Life Insurance Policies
As your clients’ most trusted advisor, they may turn to you for advice on all of their financial dealings. When it comes to your their life insurance portfolios, you should be aware of some important changes in the industry that may impact…
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CPAs: Marketing in a Digital Age
It’s fairly obvious that the internet has changed the way we interact with the world, access new information, and make important decisions. Many CPA firms today struggle with integrating current digital marketing trends into their practice. While potential clients are moving forward…
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