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Wealthstream Advisors president Michael Goodman discusses how CPA financial planners can provide high-level advice on wealth management to their clients, in an interview with Accounting Today editor-in-chief Dan Hood.
January 15
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This morning, the AICPA released the results of their PFSi (Personal Financial Satisfaction Index)a new gauge that weighs a variety of economic factors to calculate the financial standing of typical Americans. The findings saw an overall financial satisfaction into positive territory for the first time since the financial crisis.
January 15
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AICPA Personal Financial Planning Executive Committee chairman Lyle Benson of L.K. Benson & Co. talks about why the market for financial planning services is growing at CPA firms, in an interview with Accounting Today editor-in-chief Dan Hood.
January 14
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Lyle Benson of L.K. Benson & Co., who chairs the AICPA's Personal Financial Planning Executive Committee, talks with Accounting Today editor-in-chief Dan Hood about how accountants can help their clients with planning out their cash flow, expenses, taxes, asset allocation and investment strategy before and after they retire.
January 13
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Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
January 9 -
The District Court for the Southern District of Ohio has upheld the Internal Revenue Services imposition of penalties totaling more than $1 million on an estate that failed to file its estate tax return on a timely basis and timely pay the estate tax it owed even though the estate attorney was battling cancer and lost her license to practice law..
January 8 -
The NII Tax may take some of your clients by surprise this year.
January 5 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
January 2 -
What makes a successful financial planner?
January 1 -
