Monthly Archives: August 2015

Among the relevance of regular internal audits, companies can mention fraud detection, testing of internal control, monitoring company policies, etc.

As a financial advisor, you must be prepared to help your clients navigate the retirement planning process and help them avoid these six common mistakes.

With constant proposals, updates and revisions being made to the federal tax code, it can be a daunting task to keep up with estate and gift tax updates.

On July 6, the Department of Labor (DOL) proposed a new rule that would extend overtime protection to more than 5 million white-collar workers.

As healthcare issues continue to evolve and increase in complexity, clients will turn to you for advice when it comes to finding a plan that fits their needs. As a CPA, there are three key areas of Medicare and the Affordable Care Act that you should have a strong understand of and be able to […]

antalya izolasyon ustasi antalya izolasyon ustasi was last modified: March 12th, 2017 by Surgent CPE Team

Finding new clients is not only relevant for revenue growth, but it is also a good measure of how to differentiate yourself as a financial adviser or accountant.

What’s the secret to being a great boss? In a recent interview with Entrepreneur, Shark Tank stars Lori Greiner and Robert Herjavec weighed in.