Financial Planning Services


 How to Protect Clients from Their Families
 

How to Protect Clients from Their Families

Posted: August 3, 2017
As an accountant, it is your duty to ensure that your client’s finances are secure from everyone, family included. Here are certain things to remind them on how to keep themselves financially secure, as well as things to look out for.


What All CPAs Should Know About Elder Planning
 

What All CPAs Should Know About Elder Planning

Posted: July 1, 2017
From helping clients navigate the complicated world of eldercare to managing those whose mental or physical capabilities are dwindling, this article outlines what CPAs can do to better serve older clients and their families.



Non-GAAP Measures in Financial Planning
 

Non-GAAP Measures in Financial Planning

Posted: January 11, 2017
The spread and increasing use of non-GAAP information represents a significant shift in how information is communicated to shareholders, CPA practitioners and investors. Here’s how to navigate non-GAAP information carefully.


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.