Lessons from CAS leaders
- 2021年12月10日,
Client advisory services as a service offering is an increasingly key part of a successful firm’s growth 策略.
继续阅读As a CPA, you've distinguished yourself as the most trusted business advisor! 现在, learn how you can enhance your practice and your value to clients and employers through specialized credentials and designations.
The AICPA offers exclusive credentials for qualified financial professionals that can differentiate you as having knowledge and expertise in a specialty practice area, 给你, your firm or your organization a competitive advantage. 学习更多在 会计师协会.org/credentials
The ABV credential gives valuation professionals an edge and sets them apart from others by arming them with the tools and resources needed to provide the best service to their clients. 了解更多
The CEIV credential signals your dedication to approaching the valuation of entity and intangible assets in a consistent and transparent manner and demonstrates your commitment to protecting the public interest. 了解更多
The CFF credential positions forensic accounting professionals for increased demand in one of the fastest-growing specialty areas for CPAs, showcasing their forensic accounting skills in bankruptcy and insolvency; electronic data analysis; economic damages calculations; fraud prevention, 检测, and response; litigation support; stakeholder disputes; and valuations. 了解更多
The CGMA designation is the global designation for CPAs working in business and government. Powered by the resources of AICPA and CIMA, two of the world’s leading accounting organizations, the CGMA designation distinguishes professionals who have advanced proficiency in finance, 操作, 策略, 和管理. 了解更多
The CITP credential acknowledges those who have received additional training in the areas of emerging trends, security and privacy, business solutions, 它保证, and risk and data analytics. 了解更多
The PFS credential is the only personal financial planning credential exclusively offered to CPAs; it demonstrates their expertise in the specialized topic of personal financial planning, 包括房地产, 退休, 投资, risk management/insurance and tax planning. 了解更多
Client advisory services as a service offering is an increasingly key part of a successful firm’s growth 策略.
继续阅读With the looming threat of legislative change expected to drastically lower the estate and gift tax basic exclusion amount, the pressure to make large gifts before year end is causing a flurry of gifting. It is important to consider some of the less-obvious gifts when you are advising clients on transferring their wealth.
继续阅读Learn how to perfect client communications when presenting financial planning documents, 税收的意见, or other deliverables.
继续阅读Amid the COVID-19 pandemic, staying informed about life insurance strategies with trusts and estates is critical. Here are 4 estate planning tips to help you preserve your clients' assets.
继续阅读Ransomware attacks are one of the fastest-growing methods of cyberattack in the world. Protect your data from ransomware attacks to preserve clients' trust and to save yourself time and money.
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