Financial Planning Services

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.

Non-GAAP Measures in Financial Planning
 

Non-GAAP Measures in Financial Planning

Posted: January 11, 2017
The spread and increasing use of non-GAAP information represents a significant shift in how information is communicated to shareholders, CPA practitioners and investors. Here’s how to navigate non-GAAP information carefully.


New Jersey Appeals Court Increases the Risks for Special Fiscal Agents
 

New Jersey Appeals Court Increases the Risks for Special Fiscal Agents

Posted: December 6, 2016
In matrimonial proceedings or in chancery court litigation involving closely held businesses, courts have the inherent equitable power to appoint an accountant or other financial professional as a special fiscal agent (SFA) to act with respect to the financial affairs of the business.


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.

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?

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