CPAs Well-Positioned to Help Manage Cybersecurity Risk Cybersecurity is becoming a critical issue as consumers increasingly entrust their most confidential...

Two Lies & One Truth about Personal Financial Planning Friends and colleagues ask me all the time, “Why do you...

Gaming for Change: How Technology is Changing Financial Literacy With the financial landscape shifting seemingly every year, it comes as...

As Estate Basis Deadline Looms, Executors’ To-Do List Spirals Who thinks being an executor (or trustee) of an estate is...

Young Love Birds: Take Heed of Old Marrieds on Valentine’s Day How to Celebrate Love While Staying on Budget ...

Absurd Tax Break Requests: Darth Vader and Other “Clients” Weigh In ‘Tis the season that tax practitioners must break it...

Estate Planning for the 99 Percent The CPA financial planner has a new challenge: the majority of our clients’ estates...

What Do Super Bowl Commercials and CPA Marketing Have in Common? I don’t know about you, but my favorite...

Chinese New Year Brings Business Relationship Lessons: 12 Tips Chinese New Year, sometimes known as Spring Festival, is a centuries-old...

4 Steps to Creating a Social Media Policy for Your Firm One way to deepen existing client relationships and connect...