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December 2016 » PFP | Financial & Retirement Planning...
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Sidney Kess, JD, LLM, CPA, and Edward Mendlowitz, CPA/PFS, ABV
Many CPAs are knowledgeable about financial planning, and they do an excellent job advising their clients. When planning for themselves, however, problems arise because many just do not get around to it. There is no urgency, no accountability except to their family (who usually assume it has been taken care of), and without appointments for meetings with a financial planner, there is no due date by which to get things in order. Partners or sole practitioners who have not made these preparations should consider this article a wake-up call.
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