With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.
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Recruiting a diverse workforce can be a challenge. This article discusses how the challenge can be overcome with a commitment to building relationships.
Happy employees are engaged, and engaged employees are better performers and less likely to switch jobs. This article offers suggestions to improve employee engagement.
It takes special skills and practice to manage these global virtual interactions successfully. This blog post offers several tips to manage far-flung employees.
Companies are looking at ways to recruit and retain Millennial employees and focusing on a number of criteria their employees are requesting. This article explores...
This webcast uses the lessons and spontaneous creativity of improv acting to improve your leadership and business development skills.
Attend this webcast to review the four basic, but very different, personality styles. Increase the effectiveness of your teams by understanding the dynamics and...
This article shares a few general guidelines to follow when trying to make your business more diverse and inclusive.
This article discusses how a methodical approach to analysing personnel data could help organisations retain employees and save money.
This articles explores how at one midsize Illinois firm, staff members who want to leave the firm receive mentoring assistance as they pursue their career’s next chapter.