2012 Wealth Magnets

Our annual ranking of the Top CPA financial planning firms by AUM

2012 Wealth Magnets: The Top Firms by AUM

The top 10 firms from our annual ranking of CPA financial planners by assets under management.

For the whole list, see the digital edition.

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20 Trends to Watch

New areas of change that accountants should be on the lookout for

Protecting Clients from Tax-Related Identity Theft

Tax-related identity theft is a continuing problem, with the National Tax Advocate reporting that the use of stolen Social Security numbers to collect fraudulent tax refunds increased more than 78 percent from 2011 to 2012, affecting nearly 450,000 individuals. Experian's ProtectMyID service offered the following advice for ways that taxpayers can protect themselves. A trustworthy tax preparer is an important part of the solution.

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10 Simple Revenue Boosters to Start Now

Are your prospects choosing another accounting firm just because of price? At every stage in the buying cycle (and the client service cycle) there are ways to boost your image to earn a premium fee and leave low-price competitors behind. Here are 10 simple revenue boosters to start now, courtesy of Christine Nelson of Ingenuity Marketing Group: