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Knowing which financial planning vehicle to use ensures a more comprehensive financial plan for your client. Being well-informed about structured settlements or Roth IRAs, for example, can make a significant difference when it matters most.

Drafting a captivating story can be difficult. But with the right tips and tools, a white screen can quickly become an experience that takes readers on a journey.

In the language of business where numbers are the script, accountants are the best-suited storytellers to bring these numbers to life, aiding in the development of their teams and the success of their clients.

The mission of professional membership organizations is primarily educational and informational, but here at the NJCPA we also leverage our expertise and influence in the state capitol, amplifying the voices of accounting and finance professionals such as you. We’ve encouraged members to participate in the NJCPA’s advocacy efforts and established a “culture of advocacy.”

Effective delegation isn’t about relinquishing control — it’s about optimizing resources. By documenting processes, training your team and genuinely empowering them, you’ll not only increase capacity but also foster a culture of collaboration and growth.