Implementing PFP services can enhance a firm’s value with more comprehensive client engagement and greater employee satisfaction.
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Practice Management
Enhance your tax practice with PFP services
Combining the complementary services of tax and personal financial planning yields a more holistic practice and greater client satisfaction.
Replacing your ‘how’ with a ‘why’ approach to PFP services
You must know why your clients are seeking your advice before building a financial plan that fits their needs.
It’s a tough year for year-end tax planning
Advisers face the difficult task of helping clients plan for next year without knowing for certain which party will control the Senate.
Building on Compliance: The Evolution of Tax Services
Members of the public also recognize a CPA’s role as a trusted adviser for all their financial needs.
employee benefits & pensions
Profits interests: The most tax-efficient equity grant to employees
By granting them a profits interest, entities taxed as partnerships can reward employees with equity. Mistakes, however, could cause challenges from taxing authorities.