Financial Planning Services
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).
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.
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.
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.
Posted: October 28, 2019
Among other things, these reporting requirements are designed to help people who sell life insurance contracts properly report any gain from that sale.
Posted: October 11, 2019
Clients of accountants and attorneys are bound to ask questions about new SEC regulations that affect their relationships with their financial advisers. To prepare you, here’s the background, along with questions you may be asked.