CPA Resource Blog

10 Ways CPAs Can Gain More Local Exposure

10 Ways CPAs Can Gain More Local Exposure

As a CPA, you often spend your days buried in tax forms and computer programs. It’s the work that best suits you, but it isn’t often conducive to networking and building your clientele. Assuming you have already joined the local chamber of…

CPAs: The Retirement Horizon is Changing for Your Clients

CPAs: The Retirement Horizon is Changing for Your Clients

As your clients enjoy longer, healthier lives, they can also anticipate a longer retirement. People are still retiring around the same age that they always have, but most retirees today can expect to live twenty or even thirty years after they stop…

4 Surprising Ways Life Insurance Can Serve Your Clients

4 Surprising Ways Life Insurance Can Serve Your Clients

Your clients probably think of life insurance as a safety net for their income. If the primary breadwinner dies, life insurance can replace the wages they would have earned, therefore protecting the family. As a CPA, you might not be too concerned…

CPAs: Don’t Let Your Clients Put Their Lives on Hold

CPAs: Don’t Let Your Clients Put Their Lives on Hold

A recent study by the AICPA uncovered the depth to which our finances tend to influence other aspects of our lives. Alarmingly, 51 percent of survey respondents said that in the past year, they have put off major life decisions for financial reasons….

CPAs Should Evaluate Clients’ Life Insurance Policies

CPAs Should Evaluate Clients’ Life Insurance Policies

As your clients’ most trusted advisor, they may turn to you for advice on all of their financial dealings. When it comes to your their life insurance portfolios, you should be aware of some important changes in the industry that may impact…

CPAs: Marketing in a Digital Age

CPAs: Marketing in a Digital Age

It’s fairly obvious that the internet has changed the way we interact with the world, access new information, and make important decisions. Many CPA firms today struggle with integrating current digital marketing trends into their practice. While potential clients are moving forward…

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10 Ways CPAs Can Gain More Local Exposure
10 Ways CPAs Can Gain More Local Exposure

As a CPA, you often spend your days buried in tax forms and computer programs. It’s the work that best suits you, but it isn’t often conducive to networking and building your clientele. Assuming you have already joined the local chamber of…

Read More »

As Times Change, It’s Important to Change with Them
As Times Change, It’s Important to Change with Them

In today’s blog post, I’d like to refer to information recently published by Richard Muscio *. As a consultant to the CPA industry, Richard Muscio specializes in helping CPAs update their practices in order to best keep up with changing times. His…

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Michael S. Winslow, CPA, on Trust and Influence
Michael S. Winslow, CPA, on Trust and Influence

In a recent blog, Michael S. Winslow (CPA/PFS) shares a story about a long-time client who comes to him seeking advice on his daughter’s college enrollment. Surprisingly, the client is not asking financial questions, but rather questions about college choice and possible…

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Recent Tax Court Decision Changes the IRA Game
Recent Tax Court Decision Changes the IRA Game

For the approximately 50 million American households who hold one or more individual retirement accounts (IRA), a recent court decision is being called a major game-changer. The Tax Court’s decision in Bobrow vs Commissioner states that taxpayers are allowed only one tax-free,…

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