are they over 50? give them your counsel.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
this is a specific financial planning service that helps clients plan for their retirement. this involves calculating how much a client will have to retire on and how much he or she will need.
more: use constraints to make improvements | ten strategies for smart collections | how to react to trends | trends are all around us | how to prepare business plan financial projections | the top 11 financial statement ratios
exclusively for pro members. log in here or 2022世界杯足球排名 today.
this work can take place one to two years before the expected retirement, or 15 to 20 years earlier. it depends on the client. you may also find yourself doing some quick calculations for a client in his or her early 50s who is being offered early retirement. whatever the case, it is a matter of paramount importance to the client, and must be treated by the accountant as such.
clients will also call upon you to help them decide how they should take their pension plan, individual retirement account (ira), keogh, simplified employee pension plan (sep) or 401(k) money.
who needs this service
every client who even remotely mentions future retirement is a candidate for this service.
why the accountant is suited to offer this service
starting work on these engagements requires gathering information – that which exists and that which needs to be developed – if the client is to have an effective retirement financial plan. our training as accountants equips us with the best tools to show clients how they can measure where they stand now against where they want to go. once the present situation is held up against the future goal and if additional assistance is then needed, financial planning specialists can be recommended.
introducing the client to the service
clients over the age of 50 have to be thinking about this. all you need to do is ask them if they would like to have you review their plans and help determine if they are on track, or what they could expect in the way of retirement cash flow.
where intuit is at with accountants
why vendors need to start with "why."
by seth fineberg
ask 卡塔尔世界杯常规比赛时间 | beta 1.1
now, with more than 21,000 pages of actionable intelligence. ask me anything! (or choose one of today's latest queries...)
alan whitman: stop accepting the status quo | the disruptors
the firms that shift from billable hours to value outcomes will win. plus 10 more key takeaways.
the disruptors
with liz farr
cas can play a critical role in clients’ vendor selection
the needed skills are already part of the accountant’s skill set; they just need to be applied outside of the finance function.
by donny c. shimamoto, cpa, citp, cgma
center for accounting transformation