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Some have bemoaned the failure of 401(k) plans to provide for our retirement. Proposals have been made to Congress and in the media concerning a revamp or even a complete abandonment of the system.
October 2 -
Today's investors are understandably anxious, with continued market volatility and the waning performance of their retirement and college savings accounts. Investors also worry that living longer and the threat of hyperinflation might cause them to outlive their resources in retirement or fall short on college funds.
October 2 -
As an accountant and an advisor, you're sure to see a decline in the charitable giving of an appreciable percentage of your clientele. Don't be surprised to see clients heave a sad sigh when they admit that the donation they had planned to make to endow a chair at their alma mater is not going to happen during their lifetime, or even through their estate. How can you help them make that dream a reality?
October 2 -
Guiding your clients through the new 'golden years'
October 2 -
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CPAs are brilliantly positioned to become successful and profitable wealth managers, yet they often face barriers that, without proper planning, can keep them from taking the necessary steps to create an additional profit center. Properly addressed, these challenges can be effectively managed and CPA-affiliated investment advisor practices can be successfully launched.
October 2 -
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Building effective governance at not-for-profit organizations
October 2 -
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In early August, the Securities and Exchange Commission announced the outcome of an investigation into allegedly fraudulent and deficient accounting by GE (formerly General Electric). The announcement revealed that GE had settled the charges by paying a $50 million fine.
October 2