| Similar Articles |
|---|
 |
The Motley Fool
January 19, 2010 |
Find the Right Tax Pro Pronto! How to find the best person to help you with your taxes.   |
The Motley Fool
March 23, 2007
Mary Dalrymple |
Seeking Foolish Tax Help Even if you pay someone else to prepare your tax return, you're still legally liable for every item as far as the IRS is concerned. That means you, not the preparer, will potentially be on the hook for penalties and interest. |
Financial Planning
February 1, 2005
Paramjit Mahli |
Adviser Pulse Although the role of certified public accountants (CPAs) has been gradually evolving for two decades, a recent report highlights how CPAs are making a major push into financial planning, as they quickly redefine themselves to meet market demand. |
| Financial Advisor |
Frontline News Independent B-Ds Inside... States Gear Up To Examine More Advisors... IRS To Regulate All Tax Preparers... Guggenheim To Buy Security Benefit... RIA M&A Activity Down In '09... Majority Of Advisors See Growth In '10... more... |
Financial Planning
April 1, 2006
Ryan Duey |
The CPA Connection Financial planners and CPAs should work as a team of trustworthy and knowledgeable professionals who genuinely care about serving the best interest of their clients. |
Entrepreneur
November 2006
Carol Tice |
Stay Scam-Free Don't let fraudulent tax preparers get the best of you. |
Inc.
March 2006 |
What to Ask Your Accountant The right tax preparer can make all the difference. Here are four key questions to ask before tax time rolls around. |
The Motley Fool
March 1, 2004
Selena Maranjian |
How to Find a Tax Pro Here are some tips to help you find a good tax perfessional. First off, ask for referrals from people whose business savvy you respect. Any accountant can buy advertising, but she can't buy satisfied clients. |
The Motley Fool
February 3, 2011
Jeff Rose |
How Military Members Can Find a Good Tax Preparer If you are in the military and looking for assistance in preparing your taxes, you do have options. |
Job Journal
August 22, 2004
Julia Hollister |
Job Numbers Favorable for Financial Careers There are numerous job options for people with a flair for figures -- in accounting, banking, tax preparation, financial planning, and many other areas. |
Investment Advisor
September 2010
Thomas D. Giachetti |
The Compliance Coach: Will the SEC Ever Learn? Don't Count On It Get ready for new custody and ADV rules, and the $100 million threshold. |
The Motley Fool
January 18, 2007
Roy Lewis |
No Early Filing for Some Taxpayers Changes made late in the year may affect your tax filing. Where is the hang-up? The state and local sales tax deduction... The higher education tuition and fees deduction... The qualified educator deduction... |
Financial Planning
June 1, 2009
John J. Bowen Jr. |
Culture Clash To create alliances with CPAs, you first have to understand the way most CPAs perceive most financial advisors and then do what's necessary to show that who you are, and what you offer their clients, is quite different from their expectations. |
Financial Planning
May 1, 2005
Vincent A. Schiavi |
Trust for Sale When financial planners and CPAs work together, the client doesn't always win. |
Registered Rep.
March 18, 2010
Jerry Gleeson |
New CFP Curriculum Daunts Instructors The Certified Financial Planner designation is about to become more challenging to obtain. |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
Registered Rep.
March 9, 2007
Christina Mucciolo |
What's In a Name? If You Are a Fiduciary, a Lot. But Are CFP Certificants Fiduciaries? Financial planners who hold the Certified Financial Planning designation have been tussling with the CFP Board, which controls the CFP designation, over the designation's ethical standards. |
Entrepreneur
September 2006
Jennifer Pellet |
Privacy, Please Potential changes in IRS rules could leave you exposed. |
Financial Planning
August 1, 2006
Donald Jay Korn |
Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need. |
The Motley Fool
December 12, 2006
Mary Dalrymple |
Tax Refund Delays Ahead Late tax law changes may delay refunds for very early filers. |
Financial Planning
June 1, 2005
Ed McCarthy |
Sorting Through Certifications Continuing education designations for financial planners are proliferating at a dizzying pace. The specific designations matter less than the content of the courses. Here's a sampler. |
Financial Advisor
April 2008
David Drucker |
Why Aren't We There Yet? When asked about financial planning as a profession, most advisors get introspective with observations like, "I don't know if our industry is a profession yet, but I know I'm a professional." When will financial become a true profession? |
Financial Advisor
May 2005
David J. Drucker |
Accounting For CPA Referrals Why are CPAs selling client referrals to financial advisers, and should you be buying? |
Financial Planning
February 1, 2005
Ed McCarthy |
The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession. |
Financial Planning
September 1, 2012
Ann Marsh |
John Azodi CPA Profile: Accounting for the Future A CPA teaches other accountants to also become planners. |
Investment Advisor
February 2007
Kara Stapleton |
CPA Talent Crunch Accounting firms need to attract & retain CPAs in order to fill an industry gap. |
Registered Rep.
June 1, 2004
Allen Plummer |
Over the Top There's one big problem with being on top, and the organization that administers the Certified Financial Planner designation is in the process of learning all about it. |
Financial Planning
March 1, 2006
Marshall Eckblad |
Bookshelf: Making Referral Relationships Pay Making Referral Relationships Pay: A Complete Guide to Revenue-Sharing Partnerships for Financial Advisers and CPAs by Thomas Grady details the more durable strategic alliances between financial planners and CPAs. |
Financial Advisor
April 2004
David Diesslin |
CFP Board Has A Mission The Certified Financial Planner Board has a mission beyond certification, which includes education and international standards. |
Investment Advisor
December 2005
Bob Clark |
Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out. |
Registered Rep.
February 1, 2003
Will Leitch |
The Acrimony Over Acronyms Faced with a full hand of acronyms to describe their various certifications and designations, brokers are showing them off, confusing clients. For this reason, the notion of a universal designation -- akin to the CPA in the accounting profession -- is gaining momentum. |
Entrepreneur
March 2007
Carol Tice |
A Click Away Secure online tax filing is at your fingertips. |
The Motley Fool
March 5, 2008
Morgan Housel |
Jackson Hewitt Gets Hammered The more simplified taxes become, the less consumers and business rely on tax preparers. |
Financial Advisor
June 2005
David J. Drucker |
The Ethics Of Paying CPAs For Referrals Sure, financial advisors can pay CPAs for referrals, but is it right? |
Financial Planning
February 1, 2012
Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. |
The Motley Fool
January 11, 2005
Dayana Yochim |
Get Trustworthy Tax Help What to do when that 1040 EZ form turns out to be anything but "EZ." |
Registered Rep.
December 1, 2015
Diana Britton |
Old-Fashioned Exams Financial advisor exams vary in their requirements, but for any individual looking to work in a brokerage firm or sell investments, the Series 7 exam is the mandatory gateway. |
Registered Rep.
October 17, 2012
Jerry Gleeson |
The Odd Couple: Advisors and Accountants Mergers between advisors and accountants are often seen as marriages of mutual interest, but don't kid yourself. Industry experts say there's a Mars-and-Venus quality to the partnerships that makes success difficult. |
The Motley Fool
February 6, 2007
Dayana Yochim |
Tax Cheats Are Out to Get You Even legal tax season ploys can come back to bite you. Here are some tips on staying on the right side of the law with Uncle Sam. |
Investment Advisor
October 2008
Mark Tibergien |
The Paradox of the Accountant Advisory practices operating inside of certified public accountant firms are growing but still remain a paradox. |
The Motley Fool
January 4, 2008
Rick Aristotle Munarriz |
Good Riddance to Tax Refund Loans? The Internal Revenue Service is considering putting restrictions on this loan, a product that tax preparation specialists such as H&R Block and Jackson Hewitt have been promoting for years. |
Financial Advisor
July 2005 |
Letters to the Editor A Disservice Was Done... The Future Of Advice... CPA Planners Offer Experience... |
Investment Advisor
February 2007
Les Witmer |
It's That Time Again Tips from the pros on this year's tax returns: Small Businesses: The New Form 944... Information Returns: Form 1099... Corporations: The Changing E-File Mandate... A New Refund: Telephone Excise Tax... etc. |
Registered Rep.
June 1, 2012
Anne Field |
Courting Centers of Influence Getting referrals from COIs requires some strategy. Here's what worked for a few advisors. |
Searcher
April 2003
Irene E. McDermott |
Pay It Forward; Or, Can the Web Offer Tax Relief? The Web can make paying taxes more enjoyable, or at least less excruciating. A variety of free advice resources and Web-based applications can help us all negotiate tricky tax laws. Maybe we can even figure out how to save some money on our taxes, or rather, to avoid overpaying. |
Registered Rep.
October 29, 2015
Matt Oechsli |
Financial Advisors Rock This doesn't diminish a CPA's or estate attorney's expertise, but it does provide a clear signal that the affluent perceive today's financial advisor as the quarterback out of all of these financial experts. |
Registered Rep.
August 8, 2014
Megan Leonhardt |
CFP's Financial Planning Programs Struggle To Find Students The number of CFP Board-registered financial planning programs are on the rise, but schools say student enrollment and completion of the designation are still major challenges. |
InternetNews
April 14, 2006
David Miller |
Phishing for Tax Scam Victims Federal investigators are warning about the dangers of e-mails claiming to be from the IRS. |
The Motley Fool
January 25, 2006
Dayana Yochim |
Get Trustworthy Tax Help Do you need a helping hand figuring out your return? If you had unusual gains or decreases in income, or a boost in assets via inheritance, or some other windfall, you might want to consider getting a pro's input. |
The Motley Fool
April 12, 2010
Selena Maranjian |
Beware These Tax Scams The IRS won't fall for these schemes. Neither should you. |
