There was a time when all that your restaurant really needed was good food and a great location to guarantee its success. But with the advent of social media and online mobility, menu and locale alone aren’t always enough to grow and maintain a healthy client base These three investments are .

As business owners we are all encouraged to set goals in order to achieve what we set out to do.  Whether those are 5 year or 10 year goals to achieve a specific personal dream or short term goals to take baby steps towards your long term dream. There are numerous books written by successful […]

In this podcast, Nadine Lee, CPA/PFS shares strategies and cases related to optimizing incentive stock options (ISOs). She answers the questions: What are the three ways that clients can take action on incentive stock options? What are the requirements of ISOs? What can CPA financial planners do to help clients navigate this complex area of […]

First Class Accounts likes to do things differently, instead of creating a business that’s all about the bottom line, they created a community, where people are the main focus. To bring together the 200 franchisees from all over Australia, First Class Accounts national office hosts a 4-day conference event. The conference location varies each year, […]

This year, our annual conference was held at the Marriott Resort & Spa in Surfers Paradise. Our conference is a fantastic celebration, not just recognising the hard work our franchisees put in, but it is also a celebration of the brand and community culture we have worked hard to establish. Our franchisees often refer to […]

Most apprenticeships tend to start in September so now is a good time to consider what having an apprentice involves for you, as an employer and what the costs might be. An apprentice is different to an employee in that they train on the job and complete a recognised qualification at the same time through […]

In this episode, Ted Sarenski, CPA/PFS discusses the impact of taxes on financing retirement healthcare and answers the questions: What are the major tax considerations CPA financial planners should take into account when advising clients on financing retirement healthcare? What are some special tax considerations with Medicare? What about long-term care and how to pay […]

1 year ago · 58 min watch SECTION EXCLUSIVE Presentation Slides Determining which compensation method you will use in your financial planning practice can be a difficult decision. You need to be fairly compensated for what you do, and your compensation method needs to reinforce the client experience you are creating. Learn about two comprehensive […]

An article I read recently stated that there is £28m of overpayments on student loans waiting to be reclaimed.  Are you one of those who have paid more than you needed to against your student loan debt? Student loan payments are generally deducted from employees’ pay once they are earning over the minimum threshold.  The […]

In this episode, Ellen Bruno, CPA/PFS walks through the regulation best interest, Form CRS and the standard of conduct for investment advisers. She answers the questions: What does the term solely incidental mean? What is the impact on dually registered investment advisers? What is the RIA fiduciary duty? What is the customer relationship summary? And […]