January 3, 2013
AICPA Releases Book to Help Americans with Personal Finances
The American Institute of CPAs published its first consumer book, Save Wisely, Spend Happily, written to help Americans spend wiser while saving more.
January 3, 2013
AICPA Releases Book to Help Americans with Personal Finances
The American Institute of CPAs published its first consumer book, Save Wisely, Spend Happily, written to help Americans spend wiser while saving more.
April 26, 2012
The National CPA Financial Literacy Commission Offers Financial Tips to Young Adults
The National CPA Financial Literacy Commission offers financial advice to help young adults stay on top of their financial health.
March 6, 2012
Financial Services Group Focuses on Accounting Firms
1st Global, a financial advisory services firm focusign on growth strategies for accounting practices, adds interactive, in-depth wealth management and business-building opportunities to website.
January 3, 2012
The Benefits of Adding Investment Planning to Your Practice
As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?
December 16, 2010
Careful Year-End Handling of Individuals’ Capital Gains and Losses Can Save Taxes
Thomson Reuters Tax Analyst Considers the Impact of the “Bush Tax Cuts” on Planning for Year-end Stock Sales
October 15, 2010
Free Proposal
We perform a no cost, no obligation cost segregation analysis for each and every property and prepare a proposal that will layout the expected benefits and the total fees required to complete the study. The property owners and their tax advisors can then make an educated decision whether or not to go forward with the...…
June 15, 2010
Retirement Savings Planner – Professional
Quick, Simple, Visual Retirement income planning software.
February 17, 2010
Business Valuation Handbook
190 pages of must-have info on valuing a private business. Guide, valuation Tutorials, Glossary.
February 17, 2010
StockOpter Pro
Excel based stock option strategy modeling software that enables financial advisors to model exercise and sell strategies over a 15 year period and optimize them for tax and cash flow efficiency. StockOpter Pro is an effective tool for advisors who need to model complex exit strategies or address AMT issues from ISOs.