cpas work to quell client fears.
what’s the cpa outlook? join the survey; get the results.
by rick telberg
at large
if you’re not concerned by the meltdown on wall street, you’re probably not paying attention. read more →
ipro one buys into tegra. deal is second for ipro one. hill, barth & king llc was first.
new york-based ipro one, inc. (http://www.iproone.com) says it has reached an agreement to acquire a minority ownership interest of tegra financial partners, an affiliate of habif, arogeti & wynne llp (ha&w), georgia’s largest independent accounting firm and one of the country’s top 100 cpa firms. read more →
market meltdown: the cpa view on financial planning after the “the panic of ’08”
personal financial planning issues and opportunities
preview edition
free download: read more →
new survey launched: personal financial planning – issues and opportunities for cpas
man, we couldn’t have picked a better time — or maybe worse time? — to launch a new study into the cpa financial planning environment.
first question: “how concerned are you?”
the survey was just launched today. join the survey here; get the results.
updated — with early comments… read more →
cpas see a generation with underfunded plans. by rick telberg at large not since the advent of the pill have so many baby boomers been caught with their pants down. so say the vast majority of cpas (albeit in other … continued