Financial Planning Services


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.

Six Tips for Valuation Experts in High Stakes Divorces
 

Six Tips for Valuation Experts in High Stakes Divorces

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.

Charitable Planning Upon Divorce: Avoiding Adverse Tax Consequences
 

Charitable Planning Upon Divorce: Avoiding Adverse Tax Consequences

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.




New Procedure Helps People Making IRA and Retirement Plan Rollovers
 

New Procedure Helps People Making IRA and Retirement Plan Rollovers

Posted: August 24, 2016
The Internal Revenue Service has provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan or IRA.

6 Planning Ideas for CPAs Who Have Aging Clients
 

6 Planning Ideas for CPAs Who Have Aging Clients

Posted: August 9, 2016
You might have noticed the “graying” of your clients and thought “how can I, as a CPA and trusted adviser, provide services that meet their changing needs? What are the practice considerations surrounding those services?”

Teachers Get Improved Classroom Expense Deduction
 

Teachers Get Improved Classroom Expense Deduction

Posted: July 27, 2016
The above-the-line deduction that teachers can claim for classroom expenditures was recently made permanent, adjusted for inflation and expanded. Here's a look at the new rules and how to take advantage of them.


Insurance Linked Securities: A Great Diversifying Asset Class
 

Insurance Linked Securities: A Great Diversifying Asset Class

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.