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.
October 24, 2012
Location: Audio Conference
List price: $199.00 (Receive 20% discount as a WebCPA member) Read more »
October 23, 2012
A complimentary half-day conference for construction contractor executives and owners, presenting... Read more »
October 22, 2012
The American Institute of CPAs plans to publish its first book for the consumer market early next... Read more »
October 17, 2012
CPA and Axis Global Partners founder Manny Buigas gives his view on adding a business... Read more »
October 16, 2012
Monthly benefits for nearly 62 million recipients of Social Security and Supplemental Security... Read more »
October 12, 2012
Cloud-based financial planning and reporting technology provider Adaptive Planning unveiled its... Read more »
October 10, 2012
The Internal Revenue Services cost basis reporting requirements remain a challenge for many... Read more »
October 5, 2012
Accounting and financial reporting consume 32 percent of the average family office's time,... Read more »
October 4, 2012
Grant Thornton and Tagetik, a developer of performance management, business intelligence and... Read more »
September 28, 2012
Mike Piershale, president of Piershale Financial Group, offers advice on some financial planning... Read more »
September 26, 2012
Americans are losing faith in their ability to invest, according to a new study from Hearts &... Read more »
September 21, 2012
Congresss two tax-writing committees, the House Ways and Means Committee and the Senate... Read more »
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May 24, 2013
Guests at the Meet the Editors dinner at Keens Steakhouse in New York give their assessments of the many opportunities available to accountants for growing their practices.
May 22, 2013
Attendees at Accounting Today's Meet the Editors Dinner at Keens Steakhouse in New York discuss the top issues confronting accountants.
May 21, 2013
A continued conversation with Marcums 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.
May 22, 2013
The IRS recently released statistics covering the year to May 10, 2013.
May 5, 2013
The AICPA's annual list of IT priorities for accounting firms.
April 30, 2013
Our monthly collection of statistics from the world of tax.
April 29, 2013
Help your clients avoid these common pitfalls.
April 23, 2013
These five bad habits can make your confidential information -- and that of your clients -- easy to steal.