Financial Planning Services

Startup Company Stock Options and IRC Section 83(i) – Useful or Useless?
 

Startup Company Stock Options and IRC Section 83(i) – Useful or Useless?

Posted: December 4, 2019
In order to comply with IRC Sec. 83(i), a company will need to monitor both its own eligibility to offer employees an IRC Sec. 83(i) deferral as an eligible corporation and the eligibility of the employees receiving grants of stock options or RSU to be considered qualified employees for purposes of IRC Sec. 83(i).

Getting Tech Right in a Personal Financial Planning practice
 

Getting Tech Right in a Personal Financial Planning practice

Posted: November 22, 2019
In a recent article from AICPA Insights, four CPA/PFSs talk technology. Cloud Solutions. File management systems. Customer records management. Learn the systems you need for a successful practice and how to get these programs to communicate seamlessly.

Protecting Senior Clients from Financial Abuse
 

Protecting Senior Clients from Financial Abuse

Posted: November 20, 2019
CPAs need to not only be aware of the warning signs that indicate the possibil­ity of senior citizen abuse or fraud, but also partner with other trusted advisors to educate clients and constituents about these issues and how to protect themselves from becoming victims.

401(k) Contribution Limit to Increase in 2020
 

401(k) Contribution Limit to Increase in 2020

Posted: November 6, 2019
Employees in 401(k) plans will be able to contribute up to $19,500 next year. The guidance also provides cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2020.