Plan sponsors typically rely on financial advisors or retirement plan consultants to benchmark their plans and evaluate plan providers. So it is vital for advisors who serve the retirement plan marketplace to have an in-depth understanding of what must be reviewed.
Croskey Lanni, PC is merging Hirzel, Jackson & Swaine, PC into its practice and will operate as Croskey, Lanni & Company, PC. The firm's focus is serving the accounting, tax, and business advisory needs of its diversified client base.
Often, your staff will take your marketing message to customers and prospects, and they're almost certainly the ones who will deliver on the promises your marketing campaign makes. Take some concrete steps to make sure they get it.
Two Georgia firms - Tomasello, Plageman & Associates, LLC and Robinson, Whaley, Hammonds & Allison, P.C. - have merged to become Whaley Hammonds Tomasello, P.C., with a staff of thirty-two professionals.
An elevator speech is a description of your business that you can rattle off in thirty seconds or less. It should capture attention quickly, be memorable, and leave your audience open to asking for more information.
While small business owners typically use defined-contribution plans with an elective deferral feature to provide retirement benefits to employees, defined-benefit plans may be ideal for small-business owners over 50 who are interested in saving a substantial amount of money for retirement in a short time period.
Now more than ever, clients approaching the retirement red-zone want to consolidate their financial services with a single trusted advisor. They want a firm that has the ability to craft solutions for a wide spectrum of financial planning and tax issues.
Wolters Kluwer Tax & Accounting announced the signing of an agreement to acquire Acclipse Limited, a leading provider of online accounting software, serving accounting firms in Australia, New Zealand, and Asia Pacific.
CPAs often ask me for advice on how they can build their firms. More specifically, they want to know how to find prospects and convert them into highly profitable clients who will be with them for the long term.
Worldwide, CEOs, CFOs, and senior management accountants have an increasingly negative outlook for the global economy, according to the CGMA Global Economic Forecast released by the AICPA and the CIMA.