Wealth management news June 2012

Practice

Four Reasons CPA Firms Should Consider Putting Wealthcare in the Mix

Leaders of market-dominating CPA firms report that the Golden Age for the CPA profession, the period of high growth from 2002 through 2007, will not be repeated. Additional revenue sources must be sought to achieve profitable growth.
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Practice

How Can You Keep the Post-Tax Season Calendar Full and Clients on Target? Periodic Review Meetings

Periodic client review meetings give CPAs and financial advisors the opportunity to put all their tools to work. They’re a good way to reconnect with your clients after tax season and continue to build and strengthen the relationship you have with each other.
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Practice

Who Gets the Business? Why Succession Planning Is Key for Small Business Owners

Much has been written about the demographic trends and macroeconomic factors that continue to affect succession planning for small business owners. Most of it can be boiled down to three key points.
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A&A

Experts Say Financial Abuse of Elderly Getting Worse

Results of the IPT's Elder Investment Fraud and Financial Exploitation Survey reveal that 84 percent of respondents who deal with investment fraud/financial exploitation of senior citizens agree that the problem is getting worse.
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Voice of the Editor

What would you do if one of your clients won the lottery? We asked several accountants to weigh in with their advice for the lucky Powerball winner, and the tips we received are useful for anyone who receives a windfall, whether it's a lottery win, an inheritance, a big bonus on the job, or a killing in the stock market.
Read more
Gail Perry, CPA
Publisher/Editor-in-Chief, AccountingWEB
editor@accountingweb.com
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This Week on AccountingWEB

CPAs Mira Finé, Scott Hitchcock, Rob Keasal, Kathy Scorcio, and Ken Travis offer ten pieces of financial advice for the newest Powerball winner.
Hang Bower of BDO USA and Dan Black of Ernst & Young share their perspectives on why their firms made the Best Places to Work for Recent Grads 2013 list.
Herbein + Company, Inc. firm members talked with AccountingWEB about their year-round employee wellness program.
Bill Walter of Gross, Mendelsohn & Associates and Harold Gaar of TravisWolff LLP weigh in on mobile technology use while employees are at work.
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