Financial Planning Services

Six Tips for Valuation Experts in High Stakes Divorces
 

Six Tips for Valuation Experts in High Stakes Divorces

Posted: November 29, 2016
Divorce is tough on everyone involved, regardless of the circumstances. Whether valuation specialists are working with A-listers like Brad Pitt and Angelina Jolie or the high-powered owner of a local business, these best practices apply.

Charitable Planning Upon Divorce: Avoiding Adverse Tax Consequences
 

Charitable Planning Upon Divorce: Avoiding Adverse Tax Consequences

Posted: November 7, 2016
Lawyers set up charitable remainder trusts for high net worth taxpayers, largely because they allow a grantor to engage in charitable giving while taking advantage of income, gift and estate tax benefits. When a CRT is set up by a married couple, however, the outcome can be less certain.





Insurance Linked Securities: A Great Diversifying Asset Class
 

Insurance Linked Securities: A Great Diversifying Asset Class

Posted: July 20, 2016
Insurance linked securities (ILS) have been around for more than two decades, but they have only recently become available to some retail investors. This article will serve as an introduction to the ILS asset class and provide a starting point for your due diligence.


The Accidental Investment Adviser
 

The Accidental Investment Adviser

Posted: May 9, 2016
Here are common claim scenarios and risk management tips CPAs can use to prevent professional liability claims.


The Scourge of Elder Financial Abuse
 

The Scourge of Elder Financial Abuse

Posted: April 12, 2016
One hot topic that may have flown under your radar while processing a mountain of tax returns and meeting with a multitude of clients is elder financial abuse.

Choosing a Lump Sum or an Annuity
 

Choosing a Lump Sum or an Annuity

Posted: February 18, 2016
Exactly how do you determine the better deal from getting a monthly stream of payments for life (and possibly a spouse’s life also) or getting a large cash payment?