Content by gailperry

on 11/05/13
By Art Husami, EA, CFP®, CIMA®, Husami and AssociatesIn a perfect world, our clients would choose one advisor to manage all their financial matters.But it’s a fact of life that...
on 11/05/13
By Alan Zabloudil and Rion Walker, Equity Traders, 1st GlobalThere’s an irrational fear of investing that has been building momentum across our country since 2008. A recent study from...
on 11/05/13
By Nate Biddick, CFP®, Manager of Practice Consulting Group, 1st Global Every business in the world runs into the same problem: limited resources. The choices businesses make in applying...
on 10/03/13
Effectively Communicating with Clients By J. David Strother, CFP®, AIFA®, financial advisor at DSF Wealth Management, LLC  Of all...
on 10/03/13
By Kristi Bickham, retirement management solutions platform director, 1st GlobalBack in April, Money Magazine publsihed an article that suggested many...
on 10/03/13
By David C. Knoch, president and chief operating officer, 1st Global As CPAs and financial advisors, have you ever had this experience when working with clients: a client comes in to see you...
on 09/23/13
More than two thirds of accounting firms have no plan for succession, according to a recent survey conducted by the National Society of Accountants (the other NSA). So as the...
on 09/10/13
In a recent Accountemps survey, 73 percent of workers indicated they are likely to do their job searching for a new position while currently employed. That alone is not a surprise - most people feel...
on 08/30/13
By David C. Knoch, President and Chief Operating Officer, 1st GlobalI had the recent privilege of spending a few days with our next generation of CPA leaders at the AICPA E.D.G.E. conference...
on 08/30/13
By David Davis, CPA and Barbara Kong, CFP®, JY WealthCare, LLC Thinking of buying a firm but not sure where to start? That question is being contemplated more and more every day with...
on 08/30/13
By: David Vaikness, CLU, ChFC®, Director of Distribution Planning, 1st GlobalA recent study from the Employee Benefit Research Institute (EBRI) shows that people are not confident they...
on 08/23/13
By Jason BramwellTo eliminate redundancy and reduce costs, many companies have implemented a bring your own device (BYOD) policy for their employees. But without the appropriate security...
on 08/23/13
By Brian D. Swanson, Flashpoint MarketingIf you are like most professionals responsible for marketing an accounting practice, you no doubt are familiar with the term Search Engine...
on 08/23/13
In a previous article I explained how you can use Conditional Formatting in Excel 2007 and later to highlight duplicate values with just a couple of mouse-clicks. Although easy to implement, this...
on 08/22/13
By Jason BramwellCiting stakeholder concerns that trustees of the Financial Accounting Foundation (FAF) were "stepping into the standard-setting role" of the Governmental...
on 08/22/13
By Jason BramwellA massive database of industry statistics on privately held companies aggregated by financial information company Sageworks is now available for free to all US accounting...
on 08/22/13
By Jason BramwellOfficials from the Public Company Accounting Oversight Board (PCAOB) said on August 19 that deficiencies were found in all sixty of the broker-dealer audits conducted by...
on 08/21/13
By Jason BramwellThe IRS on August 19 unveiled a new online registration system for financial institutions that need to register with the agency under the Foreign Account Tax Compliance Act...
on 08/21/13
By Jason BramwellGroups in sixteen states already held or are holding events later this week to demand that Congress close corporate tax loopholes in order to help avoid more deep cuts to...
on 08/20/13
By Jason BramwellAmericans who currently purchase their own health insurance through the individual market would receive tax credits averaging nearly $2,700 next year for coverage purchased...

Pages