Shelley Yates, Communications Senior Advisor
March 22, 2018
Affluent American investors have spoken ― taxes are a big deal. A recent AICPA survey of affluent American investors revealed that: 90 percent believe that effective tax planning is either very or somewhat important to their overall financial well-being in...Read more »
Shelley Yates, Communications Senior Advisor
March 14, 2018
New regulations can often make the life of a financial advisor cumbersome and overwhelming for clients as they navigate through stacks of new account paperwork and endless paragraphs of disclosure. However, new regulations can also create an opportunity for proactive...Read more »
Shelley Yates, Communications Senior Advisor
February 12, 2018
Getting engaged has taught me there is another area of wealth management where advisors can demonstrate their value – wedding planning.Read more »
The Investment Management Research Group
February 7, 2018
When fear and uncertainty find their way into headlines, investors should ignore the herd and “stay the course.” While there is no magic formula for handicapping a stock market correction, it is not uncommon for resoundingly jubilant investor sentiment to...Read more »
Shelley Yates, Communications Senior Advisor
January 9, 2018
If you had one minute to answer who you are and what you do, how would you answer? Your confidence in your answer can affect your ability to prospect new clients and convert tax clients into investment clients.Read more »
Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Brand Specialist
January 8, 2018
It sounds easy, but only a select number of people are able to make and keep their resolutions every year. What makes them different? Do they have something in common? People who explicitly make resolutions are 10 times more likely...Read more »
Robyn Schaub, Senior Marketing and Communication Consultant
January 3, 2018
You’ve likely heard the phrase “put your money where your mouth is.” But what about your investments? Through an approach known as socially responsible investing, or SRI, a growing number of investors are putting their money in businesses they believe...Read more »
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 »

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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.