Financial Planning Services
Posted: March 16, 2018
The IRS is reminding taxpayers who turned age 70½ during 2017 that, in most cases, they must start receiving required minimum distributions from Individual Retirement Accounts and workplace retirement plans by Sunday, April 1, 2018.
Posted: February 28, 2018
A recent survey of affluent Americans found that three-in-five are likely to adjust their financial plans according to changes in tax policy, and over half believe that working with an advisor, such as a CPA financial planner, with substantial tax expertise could make them more likely meet their financial goals.
Posted: February 6, 2018
The IRS has announced that the Tax Cut and Jobs Act of 2017 does not affect the tax year 2018 dollar limitations for retirement plans announced in IR 2017-177 and detailed in Notice 2017-64.
Posted: January 25, 2018
Explosive gains in the stock market and a decline in underemployment overcame rising inflation to advance Americans’ personal financial satisfaction to its highest level in the 24-year history of the AICPA’s Personal Financial Satisfaction Index (PFSi).
Posted: December 4, 2017
Expecting to leave your family financially secure when you’re gone is an important goal, but some people don’t reach it because of simple oversights in their planning for the future. Here are some tips.
Posted: November 21, 2017
Accountants involved in matrimonial matters have to not only be knowledgeable about the numbers but also be conscious of the parties’ emotions and be able to navigate them carefully.
Posted: October 11, 2017
Many clients rely on CPAs for advice when saving for college and want to know the best approach. There are several effective methods.
Posted: August 16, 2017
By offering student loan debt counseling as a service, CPAs can help clients and their families better handle their debt.
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.
Posted: July 18, 2017
With tech-savvy Millennials tending to take a self-directed approach with their money, many financial planners are adopting a service model that pairs automation with a human element.
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.
Posted: May 2, 2017
A review of strategies to maximize the tax benefits from charitable giving should be a fundamental part of year-end tax planning for taxpayers and their advisors.