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
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 comprehensive service provider for Registered Investment Advisor firms across the country.
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.
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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 of Aviva USA, suggests CPAs are overlooking huge opportunities if they’re not helping clients with retirement planning.
Engebretson, a pivotal figure in the creation of the Trusted Advisor network of PFP CPAs, is now applying his ideas to a new project, WealthStar Alliance, for Aviva USA, the big insurance company. We had a few questions for Engebretson, and, predictably, Engebretson had some pithy answers:
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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. begins his new role immediately.
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CCH has launched what it calls a one-stop, online resource for tracking legal and financial developments related to the ongoing financial crisis, at financialcrisisupdate.com.
Developed by a staff of attorney-analysts, CCH aims to to provide the lawyers and accountants breaking news stories, analysis and links to the full text of source documents for regulatory actions.
Launches promotional campaign on cloud computing.
NetSuite officials and guests ring the closing bell at the NYSE.
NetSuite chief financial officer Jim McGeever rang the closing bell at the New York Stock Exchange yesterday, joined by Zach Nelson, NetSuite President and CEO, Evan Goldberg, Founder and CTO, other executives and invited guests.
They had a good day. The DJIA was up 279 points, to 8228.
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One in three CPAs is thinking about printers. Are you?
By Rick Telberg
But do you need just a printer?
Do you also need a scanner? Fax machine? Photocopier?
The answer is probably, yes. So you’re looking for an MFP (multi-function peripheral) or AIO (all-in-one). An MFP makes a lot of sense for many, especially in a home office environment.
More at the Minnesota CPA Society: 5 questions to ask BEFORE buying a new printer.
Accountants too often fall into the trap of relying too heavily on their tax preparation software.
“They look at the input screen and think it will prompt them for questions to ask, and they’ll get their clients all the deductions and credits available. That’s not always the case,” according to Mike Solomon, a partner in Amper, Politziner & Mattia’s Tax Department.
“For example, if you don’t have a child’s date of birth in the tax software it won’t necessarily tell you that the Kiddie Tax may apply, since up to 2006 it only applied to children 14 and under.”
“There are so many interrelationships that you need to understand how the rules operate and not just rely on the software.”.
More from Roger Russel at Tax in troubled times.
