Content by gailperry

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...
on 06/16/11
By Tim Mezhlumov, director, advanced markets, 1st Global Although the two-year extension of Bush-era tax cuts will keep tax rates unchanged, tax-efficient investment portfolio...
on 05/24/11
By Al Prentice, vice president, strategic firm development, 1st Global As CPA wealth managers know, the foundation of a holistic financial plan requires tax-optimized planning. Although...
on 05/23/11
By 1st Global Harold “Skip” Briggs, partner and managing director of Bentley Wealth Advisors, LLC, a registered investment advisor and tax-centric wealth management...
on 05/23/11
By Tony Batman, chairman and CEO, 1st Global If it desires, the CPA profession can rapidly become the dominant provider of comprehensive high-profit wealth management and financial...
on 04/18/11
We're certain all of our readers are jumping for joy today, so it is fitting that our final busy season exercise involves jumping! Today's exercise is reprinted from The 10-Minute Total Body...
on 04/15/11
Today is posture day at the AccountingWEB fitness factory. Fitness expert Cindy Whitmarsh recommends you grab a couple of (full) water bottles for this exercise. Remember to breathe! Step 1:...

Pages