Financial planning

The nation’s super-rich are running for cover on concern the government will make up the shortfall by going after the wealthy.

There’s a reason why 20 percent of surfers catch 80 percent of the waves.

Are you ready to step up to this level of service?

In today’s age of lost tax deductions many accountants are looking for new tax deductions they can offer their clients.

An aggressive posture in financial planning now can make all the difference.

Whether you’re at a Big Four firm, a regional firm or a sole practitioner, you have the potential to be a rainmaker.

Protecting yourself can help you protect your clients in financial planning.

More and more consumers today are looking for one firm to manage both their tax and financial planning, which is why a growing number of CPAs are bringing financial advice in-house.

Now is a critical time for CPAs to consider enhancing and diversifying their service offerings.

Today, there are about 100 single family offices in Russia and as many as 20 multi-family offices. Such firms typically tend to investments, taxes, estate planning and even personal needs such as travel and education.