client service opportunities

habif arogeti sells stake in wealth management unit

by

ipro one buys into tegra. deal is second for ipro one. hill, barth & king llc was first.

new york-based ipro one, inc. (http://www.iproone.com) says it has reached an agreement to acquire a minority ownership interest of tegra financial partners, an affiliate of habif, arogeti & wynne llp (ha&w), georgia’s largest independent accounting firm and one of the country’s top 100 cpa firms. read more →

cpas look beyond wall street carnage

by

rule 1: don’t rely on social security.

what’s your best financial planning advice?
sound off here.

by rick telberg
at large

lehman. merrill. aig. bear. legendary names all.

and the story of each adds to the uncertainties that cpas are facing with clients every day.

looking to help clients financially prepare for the future, cpas are counseling restraint. but, first of all: don’t count on social security.

“due to the lack of certainty, social security benefits should not be assumed in the financial plan,” said gary manion of olney, md. read more →

wall street meltdown. investment banks collapsing. housing in crisis. what next?

by

new survey launched: personal financial planning – issues and opportunities for cpas

man, we couldn’t have picked a better time — or maybe worse time? — to launch a new study into the cpa financial planning environment.

first question: “how concerned are you?”

the survey was just launched today. join the survey here; get the results.

updated — with early comments… read more →