Medicare Open Enrollment: What You Need to Know
Medicare Open Enrollment begins on October 15, marking a critical period for anyone currently enrolled in Medicare or about to enroll. During this time, individuals have the opportunity to review their Medicare coverage and make changes that better suit their needs. But what exactly is Medicare Open Enrollment, and what should you be aware of […]
Managing Risk with Insurance Products: AICPA Course on Risk Management & Insurance Planning
In our firm, we look for alternatives to insurance products in our application of risk management in a client’s personal financial plan. That being said, risk management on many occasions will require insurance products. They play a crucial role in an integrated personal financial plan. It involves identifying potential risks that could threaten an individual’s […]
Risk Management/Employee and Business-Owner Planning
In today’s dynamic business environment, effective risk management is crucial for CPAs. The AICPA-CIMA course on Risk Management provides comprehensive training on identifying, assessing, and mitigating various business risks. Updated and now in its seventh year this course covers key aspects such as operational, financial, compliance, and strategic risks, ensuring that professionals are equipped to […]
