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Tags archive: PFP

Home /Tag: PFP
Featured

Working with CPAs in the Wealth Management Business

A Reflection

By  Martin E. Levine, CPA, ChFC, CAP

August 2022 0

When Brian Mackey, Jesse Mackey, and I decided 10 years ago to start 4Thought Financial Group (4TFG), it was a process to feel comfortable with…

Why Financial Planning Makes Sense for CPAs Featured

Why Financial Planning Makes Sense for CPAs

By  Stuart Kessler, CPA, PFS

September 2017 0

In contemplating the nuances of why financial planning makes sense for CPAs, I thought of the old story about the ship with the stubborn captain.…

Columns

PFP | Analyzing an Investment Manager’s Proposal

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

February 2017 0

CPA financial planners frequently are asked to review proposals from investment managers. While these assignments can be challenging, the following strategies can help guide individuals…

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  • Adapting to Constant Change March 2023
  • CPAJ News Briefs: FASB, PCAOB, IASB March 2023
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  • Reassessing the Erroneous Refund Penalty March 2023
  • Keynote Session March 2023












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