Financial Advisory Practice Aids

Financial Advisory Practice Aids

Look here for information, software and survey data to supplement a financial planning practice. Clients frequently turn to their accountants for help with retirement planning, budgeting, investing and meeting their savings goals.

Fixing the Obamas' Finances

Barack and Michelle Obama may need some better financial planning advice. Read more »

Marcum Offers Estate Planning Tips for LGBT Families

November 19, 2012

Marcum LLP has issued a set of 10 essential estate planning tips for lesbian, gay, bisexual and... Read more »
Rothstein Kass Updates Manual for Investment Funds

November 19, 2012

Rothstein Kass has released its updated financial statement manual for alternative investment... Read more »

Investors Predict U.S. Will Adopt IFRS

November 16, 2012

U.S. investors expect the country will eventually support International Financial Reporting... Read more »
Protecting Tax Clients from the Fiscal Cliff

November 16, 2012

While tax experts are divided on the immediate future of tax rates as we approach the fiscal... Read more »

Protecting Clients’ Finances from Tax Law Changes

November 9, 2012

With the election out of the way and efforts taking shape in Washington to resolve the threat of... Read more »
Plan Alternative Scenarios for Next Year’s Tax Rates

November 8, 2012

It may be some time before Congress and the Obama administration decide what to do about the tax... Read more »

Your Clients Are Ready to Move Up ...

November 1, 2012

Why tax season is the right time to upsell your clients to financial planning services Read more »
Selecting a Broker-Dealer

November 1, 2012

Making the choice that's right for your firm Read more »

Commercial Loan Documentation

October 30, 2012

Location: Audio Conference
List price: $249.00 (Receive 20% discount as a WebCPA member) Read more »
Recent Developments in Remote Deposit Capture

October 29, 2012

Location: Audio Conference
List price: $249.00 (Receive 20% discount as a WebCPA member) Read more »

PwC Releases Tax and Wealth Management Guide

October 25, 2012

PricewaterhouseCoopers US has published a new edition of its annual guide, “Managing Your... Read more »
Reading Financial Statements: A Creditor's Perspective

October 24, 2012

Location: Audio Conference
List price: $219.00 (Receive 20% discount as a WebCPA member) Read more »

The Basics of Federal Grants and Single Audit Compliance

October 24, 2012

Location: Audio Conference
List price: $199.00 (Receive 20% discount as a WebCPA member) Read more »
Marcum LLP Capital Markets Conference for Construction Contractors

October 23, 2012

A complimentary half-day conference for construction contractor executives and owners, presenting... Read more »

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Women in Accounting: Breaking the Mold

May 21, 2013

A continued conversation with Marcum’s Nanette Lee Miller and Janis Cowhey McDonagh about the obstacles women in the accounting profession face when trying to make their way into leadership positions.

IMA’s Jeff Thomson on the Role and Skills of Management Accountants

May 8, 2013

Institute of Management Accountants president and CEO Jeffrey Thomson discusses why accounting students should consider management accounting as a career, and the IMA's partnership with John Wiley & Sons.