Financial Planning Services


Putting All the Ducks in a Row: Advising Clients on Selling a Business
 

Putting All the Ducks in a Row: Advising Clients on Selling a Business

Posted: April 9, 2018
Owners with a company in pristine condition are rewarded with a top-dollar offer, while businesses that need improvement or lack a key component are more likely to be passed over, garnering few – if any – offers. Here is some advice to keep sellers on track.



Americans’ Financial Satisfaction Hits Record High
 

Americans’ Financial Satisfaction Hits Record High

Posted: January 25, 2018
Explosive gains in the stock market and a decline in underemployment overcame rising inflation to advance Americans’ personal financial satisfaction to its highest level in the 24-year history of the AICPA’s Personal Financial Satisfaction Index (PFSi).

Protecting Your Legacy
 

Protecting Your Legacy

Posted: December 4, 2017
Expecting to leave your family financially secure when you’re gone is an important goal, but some people don’t reach it because of simple oversights in their planning for the future. Here are some tips.

Matrimonial Cases: Rising Above the Numbers
 

Matrimonial Cases: Rising Above the Numbers

Posted: November 21, 2017
Ac­countants involved in matrimonial matters have to not only be knowledgeable about the numbers but also be conscious of the parties’ emotions and be able to navigate them carefully.

Helping Clients Save for College
 

Helping Clients Save for College

Posted: October 11, 2017
Many clients rely on CPAs for advice when saving for college and want to know the best approach. There are several effective methods.


 How to Protect Clients from Their Families
 

How to Protect Clients from Their Families

Posted: August 3, 2017
As an accountant, it is your duty to ensure that your client’s finances are secure from everyone, family included. Here are certain things to remind them on how to keep themselves financially secure, as well as things to look out for.


What All CPAs Should Know About Elder Planning
 

What All CPAs Should Know About Elder Planning

Posted: July 1, 2017
From helping clients navigate the complicated world of eldercare to managing those whose mental or physical capabilities are dwindling, this article outlines what CPAs can do to better serve older clients and their families.