Social Security and Women, Relationship Status: It’s Complicated
Because average wages for women are still less than that of their male counterparts, an income-based benefit like Social Security…
Tax Benefits for Real Estate Investments
Learn how to advise clients to get the most tax benefits out of their real estate investment.
Don’t Get Spooked: 4 Ways to Avoid An Accounting Lawsuit
As a tax practitioner, you are required to master complex tax issues in order to prepare tax returns and give…
The Basics of Estate and Life Planning
Our latest blog about how you as a financial adviser can best assist your clients with their estate and life…
How to Handle Non-Profit Financial Reporting
Accounting for non-profits requires a unique knowledge base, this blog details how to handle non-profit financial reporting and changes that…
Excel Budgeting for Accounting Management
If you have Microsoft Office, don’t let Excel sit idle in your hard drive. You can use Excel to develop…
Hiring and Firing: What Everyone Needs to Know
As a professional adviser, it is vital that you are knowledgeable about the federal laws and restrictions surrounding the acquirement…
Healthcare Changes in 2015: What You Need to Know
The 2015 tax season is the first time that individuals and families will be required to report basic information regarding…
What Baby Boomers Need to Know About Social Security Benefits
The number of Americans age 65 and older is projected to double from 2008 to 2031. The surplus of money…
4 Tips for Effectively Managing a 401(k)
One of the most important things you will advise your clients on will be their 401(k) retirement plan. Learn about…