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

Improving Your Credit is a Smart Financial Goal
 

Improving Your Credit is a Smart Financial Goal

Posted: July 22, 2019
While many people are likely familiar with credit scores, how they are calculated and what can be done to improve them is not widely understood. However, small improvements in a credit score and a clean, accurate report can have a big impact on your ability to borrow money.

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Tax Tips

IRS Launches New Tax Withholding Estimator
 

IRS Launches New Tax Withholding Estimator

Posted: August 6, 2019
The IRS has launched a new Tax Withholding Estimator, an expanded, mobile-friendly online tool designed to make it easier for everyone to have the right amount of tax withheld during the year.

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College Planning

Two Education Credits Help Taxpayers with College Costs
 

Two Education Credits Help Taxpayers with College Costs

Posted: September 11, 2019
With school back in session, parents and students should look into tax credits that can help with the cost of higher education. Taxpayers who pay for higher education in 2019 can see these tax savings when they file their tax returns next year.

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Retirement Planning


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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

4 Unexpected Things a CPA Can Do for Your Business
 

4 Unexpected Things a CPA Can Do for Your Business

Posted: August 30, 2019
CPAs are an untapped resource when it comes to advisement, hiring conundrums, pivot considerations or really any major milestone movement a business needs to make. Your CPA is going to be your best ally.

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