Tag Archives: Surgent Tax & Accounting Blog
With constant proposals, updates and revisions being made to the federal tax code, it can be a daunting task to keep up with estate and gift tax updates.
On July 6, the Department of Labor (DOL) proposed a new rule that would extend overtime protection to more than 5 million white-collar workers.
As healthcare issues continue to evolve and increase in complexity, clients will turn to you for advice when it comes to finding a plan that fits their needs. As a CPA, there are three key areas of Medicare and the Affordable Care Act that you should have a strong understand of and be able to […]
antalya izolasyon ustasi antalya izolasyon ustasi was last modified: March 12th, 2017 by Surgent CPE
Finding new clients is not only relevant for revenue growth, but it is also a good measure of how to differentiate yourself as a financial adviser or accountant.
What’s the secret to being a great boss? In a recent interview with Entrepreneur, Shark Tank stars Lori Greiner and Robert Herjavec weighed in.
Becoming a CPA and entering the accounting field is the ultimate goal for many. But it’s not often that the business world welcomes a professional accountant who’s younger than most high school students. The exception to the rule? Belicia Cespedes, a teenager who earned her credential before she was even eligible to vote. Cespedes graduated […]
As the world quickly grows and connectivity becomes a primary characteristic of human relationships, accountants are seeing positive impacts of the modern world on an age-old profession. If being a CPA traditionally involved working at an office and constantly creating reports, it is safe to say that those are not the defining features of the […]
When advising your clients on how to best manage their finances, you need to make sure their plan keeps pace with larger socioeconomic trends. Here are five major financial trends and how to advise your clients to mange them. Bank and cash savings will continue to earn little interest Between too much global debt, aging […]
With so much overlap between the job of a CPA and the job of a financial planner, many CPAs are starting to offer financial planning as a service. Life insurance is an integral (and often overlooked) part of financial planning, but there are certain challenges CPAs must overcome in order to help their clients choose […]
