Financial Planning Services
Posted: August 28, 2018
Divorcing parents often forget they might need to sort out 529 college-savings accounts they have opened for children. Accounts don't have to be split, but the divorce judgment should spell out what happens to the fund if the child doesn't attend college.
Posted: August 27, 2018
CPAs can help clients in frail health and their families with practical planning and sensitive understanding.
Posted: August 2, 2018
Taking advantage of tax efficiency can make a significant difference in your clients’ personal lifestyles during retirement. It is most often the clients’ biggest expenditure, so it is important to help them reach their goals by following the new strategies available.
Posted: July 30, 2018
The IRS and Department of the Treasury have announced their intent to issue regulations on three recent tax law changes affecting popular 529 education savings plans.
Posted: July 5, 2018
Before buying a stock, you should investigate the company to decide if you think it’s a good investment. Among the many issues to consider are the overall strength of the industry and the company’s products or services, as well as its profits, earnings history and outlook. Here are some tips.
Posted: June 21, 2018
Attendees at the New Jersey Society of Certified Public Accountants (NJCPA) 2018 Annual Convention & Expo stepped out of their comfort zone to reflect on what the future of accounting holds for themselves and the industry — automation, artificial intelligence and all.
Posted: May 15, 2018
There is a lot to think about when going through a separation, and it can be easy to get so focused on the concrete tasks, like paperwork, that you neglect the emotional aspects. Take the time to plan out your finances.
Posted: April 27, 2018
While nearly everyone is in need of some sort of financial planning service, ideal candidates can be easily identified with information that tax preparers already have.