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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When to Suggest a Cash Balance Retirement Plan
When to Suggest a Cash Balance Retirement Plan

As a CPA, your clients rely on you for financial counsel.  With clients who own high net worth professional practices, such as a law firm or medical practice, the retirement plans should be a topic of conversation.  Sometimes cash balance plans are…

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IRS Adopts New Rollover Rule
IRS Adopts New Rollover Rule

If any of your clients are counting on performing an IRA rollover in the coming year – or if they completed a rollover already this year – it may help to clarify the new one-per-year rule recently released by the IRS. Knowing…

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Going Beyond Tax Preparation: The Forward Thinking CPA
Going Beyond Tax Preparation: The Forward Thinking CPA

As a CPA, it may be easy to sometimes lose yourself in balance sheets and tax returns. But at the end of the day, what you’re really doing is providing a service that helps people. And the best way to stay in…

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When Should CPAs Partner with a Financial Planner?
When Should CPAs Partner with a Financial Planner?

As a CPA, you are your clients’ most trusted advisor. They trust your expertise and ask for your input on complicated tax decisions, retirement plan contributions, real estate, and all other important financial matters. Your clients regularly put their financial lives in…

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