gailperry | AccountingWEB

Content by gailperry

on 01/23/12
By Tony Batman, chairman and CEO, 1st GlobalMost CPA firms start their financial advisory services with a basic model of access to financial and investment products and over time add...
on 01/23/12
By 1st Global David Davis, champion partner of JY WealthCare, LLC , an accounting firm in San Jose, California, shares his firm’s progression into providing wealth management...
on 11/29/11
By Nate Biddick, practice development director, 1st Global “Wise men make more opportunities than they find.” – Francis Bacon Many new CPA wealth management...
on 11/29/11
By Tony Batman, chairman and CEO, 1st Global True wealth management firms help their clients with three macro issues: wealth accumulation, wealth protection and distribution and wealth...
on 11/29/11
By 1st Global Chris Boynton, champion partner of Arxis Financial Inc., an accounting firm in Simi Valley, California,shares his firm’s progression into providing wealth management...
on 10/21/11
By Tony Batman, chairman and CEO, 1st Global To address this question in a meaningful way, we need to take a long-term and broad perspective. First, your firm is probably experiencing a...
on 10/21/11
By Steve Wilder, Wealth Management Academy® specialist, 1st Global Think about the last time someone asked you for your opinion or your input because they value your insight and...
on 10/21/11
 By 1st Global Peter W. Adams, champion partner of HPG Financial Services, LLC, an accounting firm in Raleigh N.C., shares his firm’s progression into providing wealth...
on 10/14/11
Avalara, a provider of fully automated, up-to-date sales and use tax compliance solutions, has announced the availability of AvaTax 1099, a cloud-based solution for...
on 09/29/11
By Robin Matthews, Johns & Roth 1. What was the single most important reason you decided to begin offering wealth management services to your tax clients? We wanted...
on 09/29/11
By Nate Biddick, director of practice development, 1st Global Annual business planning typically involves looking at your business and comparing where you are to where you want to be....
on 09/29/11
By Tony Batman, chairman and CEO, 1st Global In September of 2008, our industry experienced the anxiety ridden crisis in what historians generally now refer to as “Lehman weekend,...
on 08/26/11
By Nate Biddick, director of practice development, 1st Global As a recent flight prepared to take off, the captain spoke over the loudspeakers, “Ladies and gentlemen, we are all...
on 08/26/11
By Al Prentice, vice president, strategic firm development,1st Global In a previous article, I described the tremendous vacuum that exists today in the financial...
on 08/26/11
By 1st GlobalJeff Neher, champion partner of CNC Financial Group, LLC, an affiliate of Cordell, Neher & Company, a premier accounting firm in Wenatchee, WA, discusses the firm’...
on 07/25/11
By Tony Batman, chairman & CEO, 1st GlobalA popular ancient proverb proclaims the nature of four types of human beings: "He who knows not and knows not he knows not: he is a fool...
on 07/22/11
By Tim Mezhlumov, director, advanced markets, 1st Global The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (The Tax Relief Act, or TRA) introduced a...
on 07/22/11
By 1st Global Michele Tremblay, champion partner of WABC Wealth Management Services, an affiliate of Weil, Akman, Baylin & Coleman, P.A., a corporation of CPAs in...
on 06/16/11
By Al Prentice, vice president, strategic firm development, 1st Global There are many reasons that CPAs provide wealth management solutions for their clients: clients want their CPAs to...
on 06/16/11
By 1st Global David Strother, Financial Services Director of DSF Wealth Management LLC, an affiliate of Darnall, Sikes, Gardes & Frederick, a corporation of CPAs in...

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