Are You Overlooking Key Components of Your Financial Plan?
CPAs are great with numbers and assisting clients maximize tax savings for the year. However,…
Family Limited Partnerships vs. Family LLCs: Choosing the Best Structure
As a CPA and owner of an accounting firm, you’ve spent years building your practice…
Digital Estate Planning for CPAs: Securing Your Online Future
As financial professionals, CPAs understand the critical role of estate planning in preserving legacies and…
The Key Sections of Medicare: Essential Knowledge for CPAs
As a CPA, you’ve had a long and stressful career, and it has likely affected…
How to Manage Healthcare Costs via Investing (and Save On Taxes)
The taxman seems to follow us everywhere, right? He taxes our salaries, our properties, our…
The 529 Plan: How to Make the Most of It
Everything seems to be getting more expensive these days: groceries, gas, housing, traveling, credit card…
How to Protect Your CPA Income in Retirement
How long would it take for you to run out of money if you suddenly…
Will Inflation Ruin Your Retirement?
Over the decades of your working and investing career as a CPA, your portfolio has…
Should I Delay Social Security Benefits in 2024?
It’s 2024, the world is changing fast, and, as a CPA, your retirement finances are…
Evaluating Income Sources In Retirement
As a CPA, you’ve spent your career helping clients navigate complex financial situations and plan…
Tax Mistakes to Avoid in Retirement
CPAs are often experts in the finer points of tax law – however, when it…
How Do Advisors Actually Add Value?
As a CPA, you’re highly attuned to the value you add to your clients, and…
