Financial Planning Services
Posted: August 2, 2018
Taking advantage of tax efficiency can make a significant difference in your clients’ personal lifestyles during retirement. It is most often the clients’ biggest expenditure, so it is important to help them reach their goals by following the new strategies available.
Posted: July 30, 2018
The IRS and Department of the Treasury have announced their intent to issue regulations on three recent tax law changes affecting popular 529 education savings plans.
Posted: July 5, 2018
Before buying a stock, you should investigate the company to decide if you think it’s a good investment. Among the many issues to consider are the overall strength of the industry and the company’s products or services, as well as its profits, earnings history and outlook. Here are some tips.
Posted: June 21, 2018
Attendees at the New Jersey Society of Certified Public Accountants (NJCPA) 2018 Annual Convention & Expo stepped out of their comfort zone to reflect on what the future of accounting holds for themselves and the industry — automation, artificial intelligence and all.
Posted: May 15, 2018
There is a lot to think about when going through a separation, and it can be easy to get so focused on the concrete tasks, like paperwork, that you neglect the emotional aspects. Take the time to plan out your finances.
Posted: April 27, 2018
While nearly everyone is in need of some sort of financial planning service, ideal candidates can be easily identified with information that tax preparers already have.
Posted: April 24, 2018
Nearly 8 in 10 affluent Americans said they are likely to use the information on their tax return to guide their financial plan.
Posted: February 28, 2018
A recent survey of affluent Americans found that three-in-five are likely to adjust their financial plans according to changes in tax policy, and over half believe that working with an advisor, such as a CPA financial planner, with substantial tax expertise could make them more likely meet their financial goals.
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.
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.
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.
Posted: August 16, 2017
By offering student loan debt counseling as a service, CPAs can help clients and their families better handle their debt.