Understanding Spousal Survivor Benefits for CPAs
Nobody wants to experience it, but unfortunately, some of us will: the loss of a…
The Intersection of Investments and Insurance
Retirement planning often feels like sailing between two essential points—growth and security. While investments offer…
When (And When Not) to Consolidate Retirement Accounts
According to the U.S. Census Bureau, about 35% of working-age individuals have a 401(K), 403(B)…
Why Should CPAs Hire a Financial Advisor?
CPAs are no strangers to the complexities of taxes, accounting, and compliance. You may even…
The Benefits of IUL Insurance
As CPAs, you understand better than most the fluctuating threats to financial security, particularly as…
Will You Outlive Your Money?
Retirement is no longer a brief chapter at the end of life’s journey as it…
Roth Conversions: A Strategic Move for CPAs
The introduction of the Roth account revolutionized the retirement planning landscape. In response to challenges…
Secure 2.0 and Your Retirement: Navigating Changes in RMDs
Many aspects affect your retirement income strategy, such as staying in the lowest tax bracket…
The Characteristics of a Modern Accounting Firm
The traditional CPA firm was a maze of office cubicles, cluttered desks laden with paperwork,…
Why CPA Firms Should Transition to Cloud-Based Software
As we navigate the digital age, the rapid evolution of technology continues to influence various…
Cutting-Edge KPI Metrics for Your Accounting Firm
As an accounting professional, you understand the significance of numbers. But in an era where…
Embracing Blockchain for CPA Practices
Technology is changing fast, and it’s hard to keep up. Blockchain is one of the…
