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Monthly Archives: January 2009

IRS Reg 7216: Sample Consents from Genworth Financial

January 25, 2009

By CPA Trendlines Research

FREE DOWNLOAD: Genworth Financial’s Reg 7216 client consent sample forms, here:  Word doc.

Top 5 Red Flags for CPA Job-Hunters

January 24, 2009

By CPA Trendlines Research

Thinking about a new job offer? Think again, and apply these Toip 5 signs. Look for Top 5 signs a business is failing (a company you do not want to work for): 1. Weak credibility in the industry 2. A … Continued

SpeedTax Rolls Out Reseller Program

January 24, 2009

By CPA Trendlines Research

New deals for technology consultants who resell Sage MAS 90/200 ERP, Sage Accpac ERP, Microsoft Dynamics GP, and QuickBooks Enterprise, Pro, and Premier Editions. More: SpeedTax

How Much Risk Can Your Clients Handle?

January 23, 2009

By CPA Trendlines Research

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

CPAs Need to Think about Another Kind of “Audit” for Their Tax Clients

January 23, 2009

By CPA Trendlines Research

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

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