Shelley Yates, Communications Senior Advisor
October 24, 2018
1st Global advisor Jody Padar and Dr. Wade Pfau of Retirement Researcher recently sat down to discuss an often-overlooked aspect of retirement planning: retirement income. “A lot of retirement planning in the past has been on ‘What do you do...Read more »
Greg Wilson, Head of Information Security
October 22, 2018
The threat of receiving a fraudulent wire request because of a client’s compromised email account has not diminished; in fact, the number of these instances continues to increase. Never process any trade or distribution requests received through electronic means, such...Read more »
Greg Wilson, Head of Information Security
October 18, 2018
It seems all too common now that you open an email that begins something like, “Recently, our company discovered a cyberattack on our corporate database. While we have no evidence that your financial information was accessed or compromised, we are...Read more »
Michelle Melton, Communications Specialist
October 16, 2018
1st Global advisor Jody Padar, The Radical CPA , sat down with Mark Koziel, executive vice president – firm services for AICPA, at the AICPA Engage conference in Las Vegas to discuss the opportunity the Tax Cuts and Jobs Act...Read more »
Shelley Yates, Communications Senior Advisor
October 12, 2018
1st Global President David Knoch, 1st Global advisor Jody Padar and Michael Platt of INSIDE Public Accounting recently sat down to discuss trends in the accounting industry. Platt remarked on how fee compression has narrowed profit margins. He said, “Firms...Read more »
Greg Wilson, Head of Information Security
October 10, 2018
While it’s always important to take a variety of measures to ensure you are protecting your company from data breaches, this prevention becomes even more imperative when employees who were privy to secure information leave the company.Read more »
Shelley Yates, Communications Senior Advisor
October 8, 2018
1st Global advisor Jody Padar , CEO and principal of New Vision CPA Group, recently sat down with Caleb Bullock of Somerset CPAs and Advisors to discuss the link between CPAs and financial planners and the importance of business development...Read more »
Greg Wilson, Head of Information Security
October 5, 2018
Financial services firms are expected to ensure the security and confidentiality of customer records and information, to protect against any anticipated threats to the security or integrity of such records and to protect against unauthorized access to such records or...Read more »
Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Branding Specialist
October 3, 2018
1st Global advisor Jody Padar, CEO and principal of New Vision CPA Group, sat down with 1st Global’s Assistant Vice President of Marketing and Communications Ryan George and 1st Global President David Knoch at the AICPA Engage conference in Las...Read more »
Desirée Damon, Multimedia Specialist
October 1, 2018
Human beings are neurologically hard-wired to respond to stories. Facts can be sourced and questioned, but the narrator of a story is immediately reliable and relatable. When creating engaging web content, you want to be the storyteller, and you want...Read more »

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About CPA Wealth Enterprise

CPA Wealth Enterprise is a monthly newsletter 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.