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December 2013 E-newsletter

Fiduciary for a Trust or Estate? Consider This.

CPAs often act as a client’s confidant and know the client’s concerns about children and spouses, as well as the complexities of relationships among estate beneficiaries. In a recent claim, a CPA was asked by a long-time client to act as executor of his will. Learn More >>


Five facts you should know about Social Security Disability Insurance

If you’re wondering why you need to pay for a Long Term Disability (LTD) plan when you can get Social Security Disability Insurance (SSDI), this article is a must-read. Learn More >>

Adjusting to Winter Behind the Wheel

Because driving in winter conditions is fraught with hazards such as icy roads, poor visibility and the threat of snowstorms, ask yourself the following questions before you get behind the wheel and put your safety at risk.Learn More >>

Online Self Study

An interactive, online self-study course (introduced in 2012) is now available for CPAs. Now you can benefit from obtaining the risk control training you need on your time — 24/7. Learn More >>

Starting Your Own CPA Firm

If you have reached the point in your career where you are seriously considering starting your own CPA practice, the following information and checklist is presented to help you plan and launch your new venture. Learn More