With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. These learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.
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This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider.
This column offers strategies for evading political gaffes at work and for dealing with situations that often cannot be avoided.
With a generation of tech-savvy Millennials flooding the workforce, gamification has become a hot topic as a management tool.
This article addresses when and why a Roth account makes good sense, as well as best practices in the Roth conversion process.
This article shares tips for implementing nonfinancial rewards and perks at your workplace.
Traditional employee performance appraisals are being called outdated and arbitrary. This article describes how to turn them into useful conversations.
This article discusses how use of a simple flowchart can be an effective tool for ensuring a client’s wealth transfer goals are continually being met.
This article discusses how organizations can motivate and engage newer employees, and build the knowledge of established ones, through reverse mentoring.