Wealth management news June 2011

Wealth management

A Case for CPAs in Wealth Management

There are many reasons that CPAs provide wealth management solutions for their clients: clients want their CPAs to be involved, stronger client relationships, higher profitability, and construction of an enterprise-building business model. But there is another very compelling reason that has resulted from the financial crisis of 2008-2009: A vacuum has developed in the financial services marketplace that CPAs are very well-positioned to fill.
Wealth management

Understanding Tax-Centric Wealth Management: An Advisor's Perspective

David Strother, Financial Services Director of DSF Wealth Management LLC, an affiliate of Darnall, Sikes, Gardes & Frederick, a corporation of CPAs in Lafayette, LA, discusses his history as a financial advisor working with a respected CPA firm.
Wealth management

Tax-Advantaged Solutions to Help Keep Taxes Low in 2011 and Beyond

Although the two-year extension of Bush-era tax cuts will keep tax rates unchanged, tax-efficient investment portfolio construction and the utilization of tax-efficient strategies will have a more significant effect on the net after-tax income and wealth your clients can ultimately pass on to the next generation.

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