In a bear market, CPAs need to know. And then they need to help clients fine-tune the risk, according to Bert Schweizer III, CPA/PFS. Schweizer is a principal and founder of Buckingham Asset Management, LLC, a Registered Investment Advisor firm … Continued
Especially in this economic climate, when clients need more help than ever, CPAs have an obligation to break out of their compliance-only mindset to help clients plan for their futures. Richard L. Engebretson, vice president at WealthStar Alliance, a service … Continued
Former Deltek, Sage exec appointed to meet growing demand in North America Education technology specialist, Promethean, today announced the appointment of Taylor Macdonald as Vice President of Channels – Americas. The former Vice President for Worldwide Channels at Deltek, Inc. … Continued