Tax and Financial Planning
for consumers and small business owners

The New Jersey Society of Certified Public Accountants (NJCPA) represents more than 15,000 CPAs and aspiring CPAs. Below you will find guidance and information to help you manage your day-to-day finances, minimize your taxes and meet your long-term financial goals.

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Budgeting, Saving and Investing

Financial Tips for Newly Married Couples
 

Financial Tips for Newly Married Couples

Posted: June 19, 2019
June marks the start of a peak wedding season that runs through the early fall. But there is one conversation that needs to be discussed — how will couples manage their finances once they become legally married.

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Tax Tips


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College Planning

Tackling College Costs
 

Tackling College Costs

Posted: August 14, 2018
While college can be a major expense, there are ways to minimize the cost. Here are tips that can help your student (and family) have a good college experience without spending a fortune.

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Retirement Planning

Is Now the Time for a Roth Conversion?
 

Is Now the Time for a Roth Conversion?

Posted: March 14, 2019
Have you considered converting a traditional individual retirement account to a Roth IRA but weren’t sure if it was the right step? Here are some of the issues you should consider.

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Estate Planning and Eldercare

Leaving an IRA as an Inheritance
 

Leaving an IRA as an Inheritance

Posted: February 14, 2019
You’re hoping to leave a nice legacy to your loved ones, something that can enhance their financial security or help them achieve special goals. Have you considered how your individual retirement account (IRA) fits into your estate plans?

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Small Businesses


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