Wealth Management
High net worth individuals frequently turn to their most trusted advisors—their accountants—when they need help with wealth management. Find information here on asset allocation strategies, financial planning, and wealth transfer.
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Younger Seniors Deplete IRAs Faster
May 15, 2013Americans in their sixties are taking more money out of their IRAs than those who are older,... Read more »
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Hewins Offers Wealth Management for CPA Firms
May 13, 2013CPA-based wealth management firm Hewins Financial Advisors has teamed up with accounting firm... Read more »
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Accounting Today May 2013 Digital Edition
May 1, 2013Check out the digital edition of the May 2013 issue of Accounting Today. Read more »
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How Far Are They Willing to Go?
May 1, 2013Gauging how much risk a client is willing to take is not an easy task. instead, it is a moving... Read more »
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Accounting Today Accepting AUM Submissions
May 1, 2013Accounting Today is in the midst of collecting submissions for its 2013 ranking of the Top Firms... Read more »
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KPMG Forms Alliance to Drive Procurement Services
April 10, 2013KPMG has formed a strategic alliance with cloud-based spend optimization product maker Coupa... Read more »
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Documents Shed Light on Widespread Use of Tax Havens
April 4, 2013A large cache of secret documents reveals that tens of thousands of people, including government... Read more »
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Build, Buy or Borrow
April 1, 2013There are several ways to serve your clients in the financial planning world. No model is wrong... Read more »
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Venturing Abroad
March 1, 2013Don't let the rewards blind you to the risks -- and vice versa Read more »
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The Financial Planner's Toolkit
February 1, 2013The toolkit that I recommend does not exist in a toolbox anywhere, regardless of how consultants... 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.
SLIDE SHOW
Top 10 Tech Initiatives -- 2013
May 5, 2013
The AICPA's annual list of IT priorities for accounting firms.
Common E-mail Security Mistakes
April 23, 2013
These five bad habits can make your confidential information -- and that of your clients -- easy to steal.
The Art of the Tax Cartoon
April 9, 2013
A selection of tax cartoons from Philly tax firm Drucker & Scaccetti's 'Finding Humor in Taxes' exhibit.
