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

How to Better Manage Health Care Costs
 

How to Better Manage Health Care Costs

Posted: December 29, 2017
Are your health insurance premiums too high? Here are some tips to help you get the care you need while reining in healthcare spending.

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Tax Tips

Understanding Tax Return Identity Theft
 

Understanding Tax Return Identity Theft

Posted: January 19, 2018
What exactly is tax identity theft and how can you tell if your client has fallen prey to it? Taxpayers may be made aware of tax return identity theft upon attempting to file their own return or may be alerted when the IRS issues a notice to the taxpayer that it suspects that tax return identity theft has occurred.

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College Planning

Do
 

Do's and Don'ts for Handling College Tuition

Posted: September 15, 2017
It’s especially important to take advantage of every opportunity available to reduce higher education costs. Here are some tips on keeping your expenses down.

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Retirement Planning

New Jersey Tax Law Changes for 2018
 

New Jersey Tax Law Changes for 2018

Posted: December 19, 2017
Retirees and other New Jersey residents will face a variety of tax changes in 2018 as part of the provisions in the Transportation Trust Fund and tax relief bill of 2016. Read to find out more specifics related to veterans and sales and use, retirement income and estate taxes.

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Estate Planning and Eldercare

Tips on Getting the Most from Insurance
 

Tips on Getting the Most from Insurance

Posted: December 4, 2017
Every day, Americans buy insurance so they’ll be able to leave money to their heirs or be reimbursed in case of theft or accident. Some useful financial planning strategies include considering a trust, documenting your possessions and asking about insurance discounts.

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Small Businesses


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