Financial Planning Services
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.
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.
Posted: October 3, 2016
Know the details of these plans to help clients make the best decision.
Posted: September 16, 2016
In New Jersey, there are four official ways to get divorced: litigation, arbitration, mediation or, the newest vehicle, collaboration. The collaborative process identifies the specific goals and interests of both parties and aims to find a happy medium through open communication and a pledge to not go to court.
Posted: September 1, 2016
In April, a new investment rule was passed that requires brokers to act in the best interests of their clients in regard to retirement accounts. This new fiduciary standard will force brokers to start doing what’s best for clients instead of looking out for themselves.
Posted: July 27, 2016
Ensure your clients and their families are protected in the event of an emergency.
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.
Posted: July 5, 2016
If you have a client who needs private-duty care for an elderly loved one, several topics need to be addressed so you can advise them on the right course of action.
Posted: May 9, 2016
Here are common claim scenarios and risk management tips CPAs can use to prevent professional liability claims.
Posted: April 13, 2016
What kind of threat are robo-advisors to CPAs who also are involved in wealth management?
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.
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?