honor_system

August 14, 2015 

The Farm Stand Honor System

Call me naïve if you must, but I grew up in the Midwest where there's a lot of trust. We smile and say hello when we pass strangers on the street, we expect people to have good manners and are rarely disappointed, we ask each other personal questions beca

Gail Perry

 How Hidden Investment Fees Can  Upend Your Retirement Goals

July 30, 2015 

How Hidden Investment Fees Can Upend Your Retirement Goals

Even small fees can have a major impact over time, which is why people need to be aware of what they are being charged, and whether other options exist that make for a better and smarter investment, says Casey B. Weade, a retirement-planning ...

 AICPA Names Winner of New Scholarship for Financial Planning

July 22, 2015 

AICPA Names Winner of New Scholarship for Financial Planning

The Institute established the scholarship in 2010 to encourage young CPAs to use their financial expertise in the practice of estate planning. The scholarship honors P. Thomas Austin, who chaired the Advanced Estate Planning Conference for three ...