The Trusted Advisor: Recent Articles
When to Suggest a Cash Balance Retirement Plan
As a CPA, your clients rely on you for financial counsel. With clients who own high net worth professional practices, such as a law firm or medical practice, the retirement plans should be a topic of conversation. Sometimes cash balance plans are…
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CPAs Should Provide Estate Planning Services
As a CPA, you are more familiar with your clients’ financial lives than anyone else they know. You possess the knowledge and skills to help them make important decisions about their assets and futures. And yet, many CPAs aren’t providing estate planning…
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CPAs: Help Your Clients Choose the Right Beneficiaries
This time of year you will have direct contact with most of your clients, which gives you the perfect opportunity to remind them to review the beneficiaries on their accounts and policies. As a CPA, you play an important role in your…
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