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| are cpas financial advisors: Audits of Property and Liability Insurance Companies , 2000 |
| are cpas financial advisors: Tax-Free Wealth Tom Wheelwright, 2013-02-28 Tax-Free Wealth is about tax planning concepts. It’s about how to use your country’s tax laws to your benefit. In this book, Tom Wheelwright will tell you how the tax laws work. And how they are designed to reduce your taxes, not to increase your taxes. Once you understand this basic principle, you no longer need to be afraid of the tax laws. They are there to help you and your business—not to hinder you. Once you understand the basic principles of tax reduction, you can begin, immediately, reducing your taxes. Eventually, you may even be able to legally eliminate your income taxes and drastically reduce your other taxes. Once you do that, you can live a life of Tax-Free Wealth. |
| are cpas financial advisors: The 5 Mistakes Every Investor Makes and How to Avoid Them Peter Mallouk, 2014-07-22 Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction. |
| are cpas financial advisors: Ed Slott's Retirement Decisions Guide (2022) Ed Slott, 2022 A comfortable retirement starts with accurate IRA advice. This educational guide will provide you with 125 essential ways to save and stretch your wealth so that you can spend your golden years how you have planned and envisioned them. |
| are cpas financial advisors: Starting Your Own Practice Robert Fragasso, 2020-12-30 Provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues Considering the overabundance of professional service providers toiling at monolith employers, you might want to start thinking about business independence. Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers offers you step-by-step guidance on the entirety of the independence process, from your initial decision to break free, to managing your business, to your ultimate exit strategy. In the 15 years since he first wrote Starting Your Own Practice, author Robert Fragasso has gained invaluable practical experience continuing to lead his own independent investment management and financial planning firm. Now in its Second Edition, this popular guide provides more depth on management considerations, transition to business maturity, and eventual profitable business succession. The author has added a wealth of alternative ideas on how to leverage your skills and talents in your own business, license your services and infrastructure, plan for your retirement, and more. Sharing new insights on making the independence move quicker, easier, and less costly, this new edition: Provides straightforward information on both the financial benefits and risks of starting your own practice Helps you decide if you truly want to go into business for yourself Offers expert guidance on planning your move and structuring your marketing, managing, staffing, and general business operations Discusses practical considerations such as leaving your current employer, converting existing clients, protecting your confidentiality, and financing your new business Provides new and revised content throughout, including additional in-depth commentary on management considerations and transition to business maturity Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers is indispensable for anyone providing skilled personal services. |
| are cpas financial advisors: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| are cpas financial advisors: Ask Daniel R. Solin, 2020-10-08 Do you want a tried and tested way to engage anyone? do you want to learn how to turn an argument into an opportunity? Do you want more meaningful relationships with your colleagues, your clients, your spouse, your children, your friends? In his book, Dan Solin shows you how to make deeper connections with everyone. |
| are cpas financial advisors: The New Retirement Savings Time Bomb Ed Slott, 2021-03-02 AS SEEN ON PUBLIC TELEVISION New for 2021—The complete action plan from Ed Slott, the best source of IRA advice (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them. If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive taxation. Now, in the midst of a financial crisis, there is more need than ever to protect your assets. The New Retirement Savings Time Bomb, by renowned tax advisor Ed Slott, shows you in clear-cut layman's terms how to take control over your retirement savings plan. This easy-to-follow plan helps you place your assets to avoid the latest traps set out by congress in addition to any that might be set down the road, so you can keep your hard-earned money no matter what. And, it's fully up-to date with information on the SECURE Act and everything you need to know about how the coronavirus relief bills will affect your savings down the road. This book is required reading for every American with savings and investments who is planning to retire, be it five years from now or fifty. |
| are cpas financial advisors: Essentials of Personal Financial Planning Susan M. Tillery, Thomas N. Tillery, 2018-09-21 ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve. |
| are cpas financial advisors: Profit First Mike Michalowicz, 2017-02-21 Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of. |
| are cpas financial advisors: Taxpayer's Comprehensive Guide to LLCs and S Corps Jason Watson, WCG Inc, 2021 This is our ninth edition (2021-2022 Edition). How can I avoid self-employment taxes? This simple question was the inspiration for creating an article describing the benefits of an S Corporation. That original article, which was about four pages long, quickly became a series of knowledge base posts on the WCG website. The articles touched on basic topics such as how to elect S Corp status, shareholder payroll, reasonable salary determination and liability protection. Those broad topics demanded much more information, both horizontally by spanning into more related issues, and vertically by digging deeper into the granular yet riveting levels of the tax code... -- |
| are cpas financial advisors: The Better Way; A Better Life Harry Pappas Jr. , 2014-05-31 The Better Way; A Better Life. A Life Changing Journey for CPAs and Financial Advisors is both life changing and a page-turner. With striking simplicity and penetrating wisdom, Harry Pappas Jr., a prominent financial advisor, speaker, and industry thought leader, reveals his secrets to solve a distinct, immediate and ongoing challenge facing the accounting industry: what it takes to become an accounting firm of the future. There is an enormous opportunity for ambitious CPAs and financial advisors to excel in this new environment. Pappas introduces The Better Way--a truly unique business strategy that is revolutionary, yet simple. If you are not part of this type of collaborative arrangement, there is an excellent chance that you will be competing against one in the near future. When implemented correctly, this innovative system... 1. Empowers CPAs to become irreplaceable to their most important clients. 2. Increases CPAs revenues and overall value beyond tax season. 3. Provides CPAs with turnkey strategies for client acquisition and retention. 4. Allows CPAs to do more, by working less. 5. Saves CPAs time and money. Pappas invites readers to question whether now might be the time to change, given the structural transformation taking place in the accounting profession. The Better Way is a radical new model for personal and professional transformation that will change the way CPAs interact with financial advisors. The Better Way is the real deal. Find out for yourself. |
| are cpas financial advisors: Investing Made Simple Mike Piper, 2020-07-08 Find all of the following explained in plain-English with no technical jargon: Asset Allocation: What does it mean, why is it so important, and how should you determine your own? How to Pick Mutual Funds: Learn how to choose funds that are mathematically certain to outperform the majority of other mutual funds. Roth IRA vs. Traditional IRA vs. 401(k): What's the difference, and how should you choose between them? Financial Advisors: Learn what to look for as well as pitfalls to avoid. Frequent Investor Mistakes: Learn the most common mistakes and what you can do to avoid them. Calculate Your Retirement Needs: Learn how to calculate how much you'll need saved in order to retire. Who Is This Book For? Anyone who has questions about investing, but who doesn't want to trudge through a 300-page textbook. What This Book Is Not: This book is not a great work of literary art. This book is not going to make you an absolute expert on the topic, and This book is not going to provide you with a way to get rich overnight. What it will do (hopefully) is provide an easy-to-understand, concise introduction to the topic of prudent investing. |
| are cpas financial advisors: Delivering Massive Value Matthew Jarvis, 2022-11-10 If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams. You'll find: Client scripts your team can use today The trials and tribulations of Jarvis' rise to success Simple but powerful ways to consistently offer your clients more value (while taking more vacations) Everything the investment gurus won't tell you about what really works Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system. Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible. |
| are cpas financial advisors: Keep the Family Baggage Out of the Family Business Quentin J Fleming, 2000-02-29 Exploring both the psychological and practical underpinnings of family businesses, an experienced management consultant presents invaluable advice on minimizing conflicts and maximizing business success. Charts. |
| are cpas financial advisors: The Top 10 Reasons the Rich Go Broke John MacGregor, 2020-05-26 Learning from your mistakes makes you smart. Learning from other people’s mistakes makes you a genius. There are two ways to share knowledge, you can push information out or you can pull them in with story. A good story well told, can change the world. After 25 years in the trenches working with thousands of individuals and small business owners, John MacGregor opens the vault on 10 incredible stories that have the power to transform your financial life forever. In this book MacGregor reveals 10 real-life stories of people he encountered who had everythng and lost it all. It is here, MacGreogor reveals for the first time “The B.E.A.R Trap”, THE four underlying reasons why so many people go and stay broke. Using jaw dropping stories, this book answers and solves why: • 78% of people are living paycheck to paycheck • 65% of people could not come up with $400 today for an emergency expense • Why money is the #1 source of stress in our society • AND, why this problem is getting worse – not better - despite the thousands of how-to-books, DVD, and online resources available. Unlike the thousands of traditional “how-to” personal finance books that use traditional methods that rarely elicit change in people, these stories elicit something deep within the reader that allows people to make meaningful transformations in their life. The BEAR Trap formula is not only effective in your financial decision making, you can use it anywhere in your life to avoid painful outcomes and pitfalls. Though this is about the rich going broke, the amount of money doesn’t matter as everyone of these stories can pertain to you and your family |
| are cpas financial advisors: The Complete Idiot's Guide to Success as a Personal Financial Planner John P. Napolitano, 2007 According to the U.S. Office of Statistics, financial planning is one of the fastest-growing careers in America today. Over 200,000 financial presently work in the marketplace, and the growth rate continues in the double digits. Of those financial planners, over 40 percent are self-employed or outside affiliates with financial institutions. Certified financial planners usually come from financial backgrounds, including accountants, bankers, MBAs, or brokers. But what do you need to become a CFPr and how can you make it a successful career path? The Complete Idiot's Guide to Success as a Personal Financial Planner has it all. |
| are cpas financial advisors: The Million-dollar Financial Advisor David J. Mullen (Jr.), 2010 The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the best of the best advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors. |
| are cpas financial advisors: The Complete Idiot's Guide to Success as a Personal Financial Planner John P. Napolitano CPA, PFS, CFP, 2007-12-04 Building a successful career in a red-hot field. Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more. —Includes a comprehensive resource section |
| are cpas financial advisors: Investments Don't Hug Mark Bertrang, 2016-12-31 This IS NOT a boring discussion of life insurance written for actuaries, accountants and attorneys. Instead, it's a collection of love stories told through the words of husbands and wives, moms, dads, and their families of how each was forever impacted by an act of love demonstrated through the simple purchase of a life insurance policy. Important lessons are woven through these real stories, instead of imaginary accounts where everything goes right and there's always a happy ending. Sometimes life is difficult, but a disciplined thoughtful approach may prepare your family to preserve their respect and dignity even during the most challenging circumstances. These stories share the pain, anxiety and joy experienced by loved ones while illuminating the tools that you can use to take charge of your own financial life for the certainty and security for those you love. As you read Investments Don't Hug, have a highlighter nearby to mark important passages, and a pen at hand to make notes within the margins of its pages. It's also wise to have a box of tissues close by, as you pause to take in the emotional significance of its message through the tears shed by the narrators and the author. An important virtue will come through loud and clear; expressing love for your spouse and love for your children by taking the important steps to insure that your love will continue on, by protecting and sheltering the lives of those you love from the financial losses that often occur by your own death. This journey takes you through the lives of couples and their families while providing gentle lessons on how life insurance actually works, how much you may want to own and what type you may wish to purchase. Mark Bertrang, CLU(R), ChFC(R) is the creator of the Financialoscopy(R). As a professional communicator, broadcasting was his first career, but for more than a generation Mark has communicated the message of financial security. Engaging audiences at financial conferences and industry meetings throughout the country provides an outlet to share his passionate message. His desire is for all advisors to serve their clients with the same passion, gentleness and care. Bertrang's practice centers on listening-believing that to truly understand a client takes more than a spreadsheet of numbers. Engaging a person's values, passions, and fears is often the most important part of achieving measurable success for families. It is Bertrang's belief that the life insurance contract is a 'love covenant' put into a written document that allows your love to act as the foundation to continue beyond death. |
| are cpas financial advisors: Rattiner's Financial Planner's Bible Jeffrey H. Rattiner, 2002-10-10 Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers. -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor. -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on doing what's best for the client. Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success. |
| are cpas financial advisors: Integrative Advisory Services Amy Vetter, 2017-11-20 Stop crunching numbers and start truly serving your clients Integrative Advisory Services is the CPA, accounting professional and bookkeeper's guide to the future. As technology paves the way for increased self-reliance and DIY financial services, much of the traditional data entry tasks of accounting professionals and bookkeepers will be reduced. Yet, nothing can replace the human side of the client-advisor experience and the desire to improve your clients' businesses with financial information. Technology will continue marching on, so accounting professionals must adapt to the changing marketplace to thrive in this new paradigm. This book shows you how to provide the kind of value that technology cannot: human connection. Rather than simply reporting data, today's accounting professionals have an opportunity to take a much more active role in their clients' business by analyzing the story behind the numbers, understanding both operations and finance, and guiding the client toward the outcomes they need. Creating an ongoing relationship throughout the year allows you to be proactive rather than reactive, and help your client's business at a holistic level. Your business owner and CEO clients can get the numbers from the computer too—but, they come to you for personalized advice, explanations, and guidance based on their unique situation and financial needs. This book shows you how to take on more of an advisory role and become a critical component of your client's success. Spend less time crunching numbers and more time advising clients Become an integral part of the client's decision-making process Provide real value by clearly communicating financial data analysis Become the strategic partner your client cannot do without Cloud technology, machine learning, and artificial intelligence are not the death knell for financial advisors; in fact, they're the opposite—they do the number crunching for you, leaving you more time to provide the personal guidance that no computer could. As the financial advisory industry evolves, Integrative Advisory Services is your real-world guide to adapting and thriving. |
| are cpas financial advisors: Starting a Business and Keeping Records , 1997 |
| are cpas financial advisors: Retire Secure! James Lange, 2006-09-18 Retire Secure! tackles the number one fear facing most IRA and retirement plan owners: running out of money too soon. Lange, a nationally recognized IRA expert, offers specific and practical strategies to successfully navigate the three stages of retirement planning: accumulation, distribution, and estate planning. Retire Secure! explains the tax advantages and long term wealth building strategies of selectively and strategically putting money into IRAs, Roth IRAs, 401(k)s, Roth 401(k)s and the myriad other retirement plan options available to individuals working in the corporate world, the non-profit sector, as well as individual proprietors. The book proves that putting money into tax advantaged retirement plans beats “traditional saving” in the after-tax environment. The book sheds new light on best practices for spending your IRA and retirement plan dollars and your traditional savings. Many readers will be surprised to discover that the order in which assets are spent is not a trivial consideration—it can make or break the bank. It also outlines Lange’s exceptional estate plan–a plan that has been featured in the Wall Street Journal and many other fine financial journals. The book offers financial planning strategies and tactics in plain English that everyone can understand—and using humor and interesting characters in real life situations the book escapes the dreaded dry financial tome tone. For example, Chapter 1 offers a great mini case study that charts the financial destiny of Mr. Pay Taxes Later and Mr. Pay Taxes Now. Both start saving when they are age 30, but when Mr. Pay Taxes Now reaches age 90, he is broke, while Mr. Pay Taxes Later has $1,946,949 left. Chapter 8 is devoted to a complete case study of “Eddie’s and Emily’s” entire retirement decision making process. The book is endorsed by more than 31 leading financial experts including Charles Schwab, and Roger G. Ibbotson, Yale Professor and perhaps the world’s foremost authority on asset allocation. As a bonus, readers who purchase this book can receive a free information-packed CD. Retire Secure! is your playbook for winning the retirement game and beyond. It shows you how to capitalize on little known provisions of the tax law that will make your retirement savings last several lifetimes, leveraging your hard earned money into a family legacy. Best of all, you can rely on the advice here since it is written by one of the nation's leading retirement tax planning authorities.” Ed Slott, Author Parlay Your IRA into a Family Fortune and The Retirement Savings Time Bomb…and How to Defuse It James Lange (Pittsburgh, PA) , an attorney and CPA, is a nationally known IRA, 401(k), and retirement plan distribution expert with over 27 years of experience. His recommendations have appeared 23 times in theWall Street Journal as well as the New York Times, Newsweek, Kiplinger’s, and many other prestigious financial publications. |
| are cpas financial advisors: Ed Slott's 2021 Retirement Decisions Guide Ed Slott, 2021 A comfortable retirement starts with accurate IRA advice. This educational guide will provide you with 125 essential ways to save and stretch your wealth so that you can spend your golden years how you have planned and envisioned them. |
| are cpas financial advisors: The Millionaire Next Door Thomas J. Stanley, William D. Danko, 1998-10 Reveals that the accumulation of wealth in the United States is most often done through hard work, diligent savings, and living a frugal lifestyle |
| are cpas financial advisors: Networking with the Affluent and their Advisors Thomas J. Stanley, 2012-06-29 The New York Times bestselling author of The Millionaire Next Door reveals the secrets and strategies for building a network of wealthy clients. In Networking with the Affluent, business theorist Thomas J. Stanley shares effective tactics for developing relationships with wealthy individuals—as well as their advisors—and generating new business among this highly exclusive target market. Dr. Stanley provides a proven road map for building trust, securing interest, and forging profitable relationships with wealthy audiences—including tactics for boosting your credibility and assuring continued loyalty among wealthy customers. Networking with the Affluent covers: Cracking affluent groups Influencing opinion leaders of the affluent Gaining high-caliber endorsements Leveraging your contacts “No one better illuminates the who, where, and how of the affluent market than Tom Stanley.”—J. Arthur Urciuoli, Director of Marketing, Merrill Lynch |
| are cpas financial advisors: Financial Independence (Getting to Point X) John J. Vento, 2013-03-07 Discover the ten key issues to achieving your financial goals and how to use them to realize your dream of financial independence From saving to purchase a first car, to putting kids through college to planning for retirement, to preserving your estate for your loved ones, our financial goals change from one stage of life to the next. While those goals and the challenges we face in achieving them may differ, all of them have certain things in common. Saving, budgeting, managing debt, minimizing taxes and living within your means. These are a few of the 10 Key Wealth Management Issues which come into play (to varying degrees) when working toward specific financial goals. But there's one goal for which success relies on all ten keys coming together in perfect harmony: financial independence, also known as Point X. No matter how you define it—whether it's a retirement income of $25,000 a year, or an estate worth $250 million—your future financial independence requires that you deal effectively with all ten key issues. And now this book shows you how to get it done, along with the guidance of a trusted advisor. Supplies you with a complete roadmap for arriving at Point X, financial independence with key milestones and important twists and turns clearly defined Identifies the 10 key wealth management issues and offers priceless advice and guidance on negotiating each on your road to financial independence Provides you with both success and failure stories so you can learn from others' real life experiences Provides you with tax planning facts and strategies within the wealth management issues that will show you how to minimize your most significant expense and at the same time maximize your savings on the road to your Point X |
| are cpas financial advisors: Buyouts Scott D. Miller, 2012-07-09 The definitive guide to best practices for mastering techniques of the insider-led transition planning A must have book for business owners, key employees, and their advisors who need to be aware of the full spectrum of succession options, Buyouts provides objectives, advice, steps, and a host of examples on the full spectrum of insider-led buyouts. A road map for CPAs, it presents the parameters for many of the major industry segments, techniques for managing risk, providing retention and performance incentives for key personnel and insights into getting deals financed. Features advice and examples of insider led buyouts Essential guidance on succession options for business owners, key employees, and their advisors The 411 on selling your company for a fair price, maintaining control over the process, and realizing lifelong goals Transition planning is becoming a hot business topic as millions of business owners head into retirement. The fact is that only a limited number of privately held companies will be successfully sold to third parties. A road map for CPAs, Buyouts presents the parameters for many of the major industry segments, techniques for managing risk, providing retention and performance incentives for key personnel, as well as insights into getting deals financed. |
| are cpas financial advisors: The Complete Idiot's Guide to Personal Finance in Your 40s and 50s Sarah Young Fisher, Susan Shelly, 2003-02-05 So you've got the basics of your personal finances under control (at leas -- you've controlled your credit card spending, purchased a house, started saving for retirement) but wait! Now that your kids are growing up and your career is moving along, you're facing a whole new set of personal finance challenges. College, weddings, your son or daughter's first car! How to manage these big expenses and still stay afloat?! And how to deal with unexpected changes such as downsizing or a move?! Help is here. The Complete Idiot's Guide to Personal Finance in Your 40s and 50s is the guide you need to everything from helping your kids get on their feet to buying a second home. Coverage includes: Assessing your own financial position in mid-life -- pluses and minusBeing a parent and a blank check -- teaching your kids about moneyPaying for cars, college, weddings and other big parent expensesAssessing and affording your second home, dream home, or vacation homeKeeping your finances in order during a job change -- for the better or worseWhat to think about if you want to start your own businessDivorce and personal financeThinking of the future -- wills, in-laws, aging parents and more!The basics of investing -- in your 40s and 50s. Where to start or how to progress |
| are cpas financial advisors: Introduction to Personal Finance John E. Grable, Lance Palmer, 2022-02-08 Every financial decision we make impacts our lives. Introduction to Personal Finance: Beginning Your Financial Journey, 2e is designed to help students avoid early financial mistakes and provide the tools needed to secure a strong foundation for the future. Using engaging visuals and a modular approach, instructors can easily customize their course to topics that matter most to their students. This course empowers students to define their personal values and make smart financial decisions that help them achieve their goals. |
| are cpas financial advisors: 52% Wright Aloba, 2021-09-24 The book is a roadmap of how to become a middle class and at the earliest time possible. The road to the middle class is so easy to achieve, like a child’s play. The book uniquely provides interactions with readers by incorporating various quizzes and discussion questions to measure the level of reader’s understanding and comprehension of the subject matter discussed. The book also contains narratives and case studies that parents, guardians, leaders, teachers and groups can use as discussion questions/points in homes, classrooms, public engagements and organizations. The book is a guide on how to raise children as early in life as possible. It is a book written for all ages and highly recommended especially for the youths, where the preparation and mindset to be a middle class elite should begin. The author strongly believe that regardless of race, color, religion, birthplace, social economic level and environment any individual can achieve the middle class status and beyond. To be a middle class elite does not require a degree in rocket science, rather, it requires a simple commitment to basic fundamentals of life responsibilities. It requires discipline and commitment to the keys that open the doors of success to the middle class. What we become in life is left to every individual and how far we go or excel in life depends on our efforts and sacrifice. If 52 percent of Americans are already in the middle class, anyone could and should plan to be part of the middle class. |
| are cpas financial advisors: J.K. Lasser Pro Separate Account Management Larry Chambers, Ken Ziesenheim, Peter Trevisani, 2003-06-03 A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts * Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money. |
| are cpas financial advisors: Financial Planning for CPAs Phyllis Bernstein, Linda A. Lach, Jim H. Ainsworth, 2000 CD-ROM contains: Partners for Windows, a companion personal financial planning software -- Electronic forms from selected chapters. |
| are cpas financial advisors: Save Wisely, Spend Happily Sharon L. Lechter, 2017-05-15 As a CPA, you know that understanding personal finances can seem like an overwhelming task to your clients. Yet it doesn’t have to be—especially if they have the guidance of a trusted advisor. Published in honor of the AICPA’s 125th Anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of CPAs’ advice gives your clients the information and tools they need to make managing their money less intimidating and helps them thrive at any stage of life. Developed as a complement to the AICPA’s successful 360 Degrees of Financial Literacy program, this practical guide makes a great gift for your clients or prospective clients and reminds them that you are their best resource for navigating the tricky money issues that can arise throughout all of life’s phases. The book discusses how to: Build a basic budget, plus tricks for sticking to it Understand good debt versus bad debt Tackle credit card debt and use credit strategically Plan for a major purchase, such as a car or a house Give to your favorite charity—and make it work with your budget Combine your finances with your spouse or partner Teach kids about money at an early age, and then reinforce those lessons throughout the teen years Save for your children’s college and your retirement Prepare for life’s ups and downs, from planning for a wedding or dream vacation to dealing with unexpected household repairs, identity theft, or an unforeseen disaster Ensure your loved ones are secure by having critical documents in order, such as a will, power of attorney, or trust, as well as adequate insurance coverage Choose the best financial advisor for your needs Filled with detailed information, money saving strategies, and expert advice, each chapter is reinforced with personal stories—many from the contributors’ own life experiences—that bring home the book’s lessons. These tales of financial setbacks, recoveries, and eventual successes demonstrate that with persistent planning, and a little guidance, it is truly possible to save wisely and spend happily. |
| are cpas financial advisors: The Big Investment Lie Michael Edesess, 2007 No professional investing advice is good advice. This hard-hitting book proves it with indisputable facts drawn from scientific research and the author's own thirty-five years of experience in the investment industry. Michael Edesess exposes “The Big Investment Lie”: that an investor will gain by hiring professional advisors to beat the market. He proves that no professional investment advisor or manager has ever consistently and predictably beat market averages, not even Warren Buffett. While The Big Investment Lie allows an entire industry to prosper lavishly, investors invariably lose when they hire professional help. Once you know the truth, you'll want to adopt Edesess's Ten New Commandments for Smart Investing, simple rules you can follow to invest, get a profitable return, and avoid squandering any more of your hard-earned dollars on bogus expertise. |
| are cpas financial advisors: J.K. Lasser's New Rules for Estate and Tax Planning Harold I. Apolinsky, Stewart H. Welch, III, 2002-03-12 Planning Your Estate Under the New Tax Law is Easy with J. K. Lasser The Economic Growth and Tax Relief Reconciliation Act of 2001 will affect numerous aspects of your financial life-none more important than how you plan your estate. This new tax law includes the first major estate tax revision in over twenty years. Use J.K. Lasser's New Rules for Estate and Tax Planning to learn how the rules have changed and what you can do now to effectively plan your estate. Learn what the new law means for you and your family, and find out how to use it to keep what has taken a lifetime to accumulate. With this book, you'll understand: * The repeal of the Estate Tax * Wealth-transfer exemption * How the new legislation will impact trusts and inheritances * The role of wills, executors, guardianship, and trusts * Treatment of charitable contributions J.K. Lasser-Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com |
| are cpas financial advisors: Eldercare 101 Mary Jo Saavedra, 2016-08-11 The Silver Tsunami is upon us as elder care and crisis management reaches a tipping point with the graying of America. By 2020, 54 million people in the U.S. will be over the age of 65; by 2030, that number will top 80 million. Feeling the squeeze of multi-generational home demands, children of aging parents are struggling to learn innovative eldercare management strategies and often find themselves overwhelmed by the many facets of caregiving. Eldercare 101 is the answer to making order from chaos. As a guide covering all aspects of aging and end-of-life in one place, caregivers will no longer spend endless nights trying to decode the Internet trail--confused, uncertain, and fearful of what they’re missing. Whether they are proactively planning ahead or need to have fast answers, this comprehensive, technology-rich resource presents steppingstones for the Sandwich Generation as they navigate caring for aging parents, grandparents, friends, and other family members. Eldercare 101 is a well-researched, organized, easy-to-understand guide for families desperately in need of help as they care for their aging loved ones. The book is organized into “6 pillars of aging wellbeing”: legal, financial, living environment, social, medical, and spiritual. Each pillar is explored by an expert and offers best practices and tips for evaluating choices, making decisions, and living well wherever the road might lead. |
| are cpas financial advisors: The A to Z Money Book from Armchair Millionaire Lewis Schiff, 2005-12-01 Since 2002, Lewis Schiff has published his hit column, Ask the Armchair Millionaire in both ArmchairMillionaire.com and CNNMoney.com, Money Magazine's web site, each week. This column regularly features the collected wisdom and homespun tales of ArmchairMillionaire.com's most savvy community members alongside Schiff's own expert advice. Its easy-to-browse format offers step-by-step solutions so the reader can put their plan into action right away. Published from 2002 to 2004, these 172 columns cover every important financial topic under the sun, from automobile leasing to wills and inheritances. With The A to Z Money Book from Armchair Millionaire, you've got fingertip access to the very best insights, expertise and advice in one place -- a complete solution on your road to financial freedom! |
| are cpas financial advisors: Managing Family Trusts Rob Rikoon, 1999-07-12 Managing Family Trusts is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. Managing Family Trusts provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards. |
Illinois CPA Society | Enhancing the value of the CPA profession.
Illinois CPA Society is a professional association that advocates for the CPA profession. We provide education, connections, accounting information and services.
Homepage - CPA Verify
The website represents the first ever single-source national database of licensed CPAs and CPA firms. Determine a CPA or CPA firm's credentials without having to search each of the 55 …
What Is a Certified Public Accountant (CPA)? - NerdWallet
Aug 18, 2023 · CPA stands for certified public accountant. It’s a credential an accounting professional can earn to demonstrate expertise in their field. Becoming a CPA requires …
Forbes 2025 Best In State Top CPAs List - Best Accountants In The …
Apr 15, 2025 · Explore a list of the best practicing certified public accountants firms per state to solve compliance issues and find better business solutions.
What Is a CPA and What Do They Do? [2025 Explanation]
CPAs are recognized as experts in financial reporting, auditing, taxation, and business consulting, making them essential in both the corporate world and public accounting firms.
Find a CPA | CPAdirectory
Search the world's largest online directory of licensed and verified certified public accountants to find the tax professional that best fits your needs. Read real reviews from real customers, see …
Empowering CPAs in the Digital Age | CPA.com
Find the best solutions for your organization or firm at CPA. We offer expert guidance and answers for businesses and professionals in tax and accounting.
What Is a CPA? - Accounting.com
Dec 3, 2024 · CPAs are certified accounting professionals who must meet specific requirements and hold a professional license that authorizes them to work as a CPA in their state. CPA …
Accounting and Tax Services NYC | CPA Firm New York
Work with CPAs in NYC who offer exceptional value and tax accounting services for: Most New York tax accountants and NYC CPA firms focus on what you put in front of them. They’re good …
What Is a CPA & What Do They Do? | Accounting Edu
Becoming a Certified Public Accountant (CPA) gives an accountant higher standing in the eyes of business contacts, professional peers, regulators, and clients alike. This is because a CPA …
Illinois CPA Society | Enhancing the value of the CPA profession.
Illinois CPA Society is a professional association that advocates for the CPA profession. We provide education, connections, accounting information and services.
Homepage - CPA Verify
The website represents the first ever single-source national database of licensed CPAs and CPA firms. Determine a CPA or CPA firm's credentials without having to search each of the 55 …
What Is a Certified Public Accountant (CPA)? - NerdWallet
Aug 18, 2023 · CPA stands for certified public accountant. It’s a credential an accounting professional can earn to demonstrate expertise in their field. Becoming a CPA requires …
Forbes 2025 Best In State Top CPAs List - Best Accountants In The …
Apr 15, 2025 · Explore a list of the best practicing certified public accountants firms per state to solve compliance issues and find better business solutions.
What Is a CPA and What Do They Do? [2025 Explanation]
CPAs are recognized as experts in financial reporting, auditing, taxation, and business consulting, making them essential in both the corporate world and public accounting firms.
Find a CPA | CPAdirectory
Search the world's largest online directory of licensed and verified certified public accountants to find the tax professional that best fits your needs. Read real reviews from real customers, see …
Empowering CPAs in the Digital Age | CPA.com
Find the best solutions for your organization or firm at CPA. We offer expert guidance and answers for businesses and professionals in tax and accounting.
What Is a CPA? - Accounting.com
Dec 3, 2024 · CPAs are certified accounting professionals who must meet specific requirements and hold a professional license that authorizes them to work as a CPA in their state. CPA …
Accounting and Tax Services NYC | CPA Firm New York
Work with CPAs in NYC who offer exceptional value and tax accounting services for: Most New York tax accountants and NYC CPA firms focus on what you put in front of them. They’re good …
What Is a CPA & What Do They Do? | Accounting Edu
Becoming a Certified Public Accountant (CPA) gives an accountant higher standing in the eyes of business contacts, professional peers, regulators, and clients alike. This is because a CPA …
