Category Archives: Tips & Resources

Today’s successful CPAs must be skilled communicators with top-notch business writing skills. The old image of “numbers person” is just not accurate.

Because average wages for women are still less than that of their male counterparts, an income-based benefit like Social Security is less for women. We have highlighted how some of the more specific wording and rules may leave women with less than they should be entitled to.

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As retirement nears for your clients, they might receive the offer to choose between a retirement pension that is paid regularly throughout retirement, or a lump sum paid once.

If your client is starting a new business, it’s vital that they know the difference between an S Corporation and a Limited Liability Corporation.

When CPAs demonstrate a lack of self-discipline, it affects businesses, clients, stakeholders and fellow accountants. So what can accountants do to stay on track?

There are a number of ways your clients can reduce their tax liability when it comes to paying for their own or their child’s education.

Most people aren’t aware of are the possible ways to offset the the multitude of child related expenses. Social security, dependency exemption, filing status, etc.

Accounting or financial ratios are the relationship between two categories of a financial statement analysis. They form the basis of fundamental analysis.

Among the relevance of regular internal audits, companies can mention fraud detection, testing of internal control, monitoring company policies, etc.

As a financial advisor, you must be prepared to help your clients navigate the retirement planning process and help them avoid these six common mistakes.