Shelley Yates, Communications Senior Advisor
January 3, 2018
A recent Harris poll revealed that 64% of all American adults have not put an estate plan in place, 1 even though having a comprehensive plan is critical to protecting you and your family’s future by minimizing taxes and expenses...Read more »
Shelley Yates, Communications Senior Advisor
January 3, 2018
The best time to plan for tomorrow is today. Over the next 30 years, it’s estimated that $30 trillion will be passed down from baby boomers to Generation X and Millennials. 1 Furthermore, the total amount of wealth in the...Read more »
Dale Brown, President and CEO, Financial Services Institute
December 28, 2017
When it comes to the work we do at the Financial Services Institute (FSI) advocating on behalf of independent financial advisors and independent financial services firms, the spotlight almost always shines brightest on what is happening at the federal level...Read more »
Joan Alexandre, Investment Analyst II
December 13, 2017
In the not-too-distant past, there existed the concept of a “slow news day.” Newspapers were the primary mechanism by which people gathered information on current events, only to be topped off with that evening’s local or national broadcast. On Sunday,...Read more »
Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Brand Specialist
December 12, 2017
What happened to face-to-face networking? It still exists but more and more generations have shifted from in-person networking to an online experience. There are so many options to choose from when it comes to social media platforms, which makes it...Read more »
Dale Brown, President and CEO, Financial Services Institute
December 5, 2017
Succession planning has been one of the most talked-about subjects in our industry for several years, but remains a challenge and source of anxiety for many advisors and firms. While our focus at the Financial Services Institute (FSI) will always...Read more »
Dimensional Fund Advisors LP
December 4, 2017
Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below...Read more »
1st Global
November 14, 2017
As we approach the holidays, CPAs and accountants become increasingly busy as they start preparing for the New Year and upcoming tax season. Every tax season comes with its own unique opportunities. At 1st Global, we know how to help...Read more »
Ryan George, AVP Marketing
October 11, 2017
Have you or someone you know purchased an expensive home because it’s the one you’ve always dreamed about? You imagined your children playing in the yard or everyone gathering under one roof for the holidays. Could you afford it? Was...Read more »
Greg Wilson, Head of Information Security
September 26, 2017
As technology continues to evolve on what seems like a daily basis, many companies persistently seek ways to improve their businesses in the most efficient and effective means possible. For some, this means transitioning to “the cloud.” The cloud is...Read more »

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About CPA Wealth Enterprise

CPA Wealth Enterprise is dedicated to educating and informing readers about developments, trends and insights regarding comprehensive wealth management. Written by experienced consultants and practitioners, CPA Wealth Enterprise is specifically tailored to a CPA audience that understands that wealth management is an ethical, service-based business. It provides important information on improving client satisfaction, building your business and improving your wealth management skills.