Estate Planning Strategies for CPAs in 2025
Estate Planning Strategies for CPAs in 2025 2025 brings in big news for estate planning,…
How CPA Owners Can Leverage CRTs and CLTs
If you’re a CPA practice owner and a regular reader of our blog, you’ve likely…
Is Your CPA Practice Ready for Financial Emergencies?
In our last article, we discussed how much cash reserves you should keep as an…
Are You Holding Enough Cash Reserves?
If you’re focused on building as much wealth as possible, it can be tempting to…
Safeguarding Your CPA Partnership with a Buy-Sell Agreement
With over 4.4 million partnerships in the U.S. alone (and $3.9 trillion in income passed…
Protecting Your CPA Practice Before Retirement: The Importance of Key Person Insurance
As a CPA practice owner nearing retirement, you’ve likely devoted significant thought to your exit…
The HSA vs the HRA: Which is Best for Your CPA Practice?
Health insurance is a big deal. About 50% of employees say that health insurance is…
Optimizing Your CPA Practice’s Benefits Before Year-End
As a CPA, you’ve mastered the specific accounting or tax challenges within your niche practice.…
Custodial Roth IRAs: A CPA’s Guide to Family Financial Planning
We all want our kids to grow up with strong financial habits, a solid work…
Is Early Retirement a CPA’s Best Move or Biggest Gamble?
When you’re young, your greatest resources are your time and health, though you likely don’t…
Raising Financially Savvy Kids: Practical Steps for Accountants
As an accountant, you’re well-versed in managing finances, preparing budgets, and planning for the future,…
How Annuities Are Used In Retirement Planning
What’s your greatest retirement concern? Whether it’s inflation, health issues, or even the challenge of…
