{"id":2199,"date":"2009-01-23t17:12:20","date_gmt":"2009-01-23t22:12:20","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=2199"},"modified":"2016-04-21t14:55:39","modified_gmt":"2016-04-21t18:55:39","slug":"bert-schweizer-iii-cpapfs","status":"publish","type":"post","link":"\/\/www.g005e.com\/2009\/01\/23\/bert-schweizer-iii-cpapfs\/","title":{"rendered":"how much risk can your clients handle?"},"content":{"rendered":"

in a bear market, cpas need to know.<\/strong><\/p>\n

and then they need to help clients fine-tune the risk, according to\u00c2\u00a0 bert schweizer iii, cpa\/pfs.<\/p>\n

\"schweizer\"<\/a>
schweizer<\/figcaption><\/figure>\n

schweizer is a principal and founder of buckingham asset management, llc, a registered investment advisor firm in st. louis. he is also a principal and founder of bam advisor services, llc,<\/a> a comprehensive service provider for registered investment advisor firms across the country.<\/p>\n

prior to forming buckingham, bert worked for kpmg peat marwick and served as principal and shareholder with the cpa firm of pasternak, schweizer & co., p.c.<\/p>\n

he has more than 30 years of experience in accounting and personal finance and is a frequent speaker on the topic of cpa-based investment advisor services. his experience includes numerous aspects of accounting, tax and consulting for individuals and closely held businesses, including estate and retirement planning, business planning, mergers and acquisitions, business valuations, marital dissolution, tax and financial planning, and expert witness testimony.<\/p>\n

we peppered schweizer with a few hot topics.<\/p>\n

1. short-term, what should cpas be doing in this economic environment to best help their pfp clients?
\n<\/strong>
\ncpas should focus on helping clients control what can be controlled, and understand that neither they nor their clients can control the markets. <\/em><\/p>\n

cpas can help their clients<\/em><\/p>\n