strategy

cpas look beyond wall street carnage

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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 →

cpas’ four top tips for getting things done

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how cpas juggle distractions to focus on work. got a tip? send it in!

by rick telberg/at large

an endless flow of e-mails, chatty co-workers, unexpected clients knocking on your door and phones that never stop ringing — sound all too familiar? if so, you are not alone.

the real question is — how do you stay focused amid the chaos?

according to a 卡塔尔世界杯常规比赛时间 study by the bay street group, 34 percent of cpas report “often” feeling distracted, while another 34 percent are “sometimes” distracted. this is followed by 22 percent who are “frequently” distracted.

cpas rely on a few key habits for maximizing productivity and minimizing distraction, including the following: read more →

camico names ric rosario next ceo

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ceo, founder john dodsworth set to retire in 2009

camico mutual insurance company, the nation’s largest cpa-owned provider of professional liability insurance, announced that ric rosario (left) will become ceo on jan. 1, 2009, succeeding john a. dodsworth (right), cpa, who, in a planned move, will retire june 30, 2009, after having served as camico’s chief executive since the company’s inception in 1986.

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