Financial Planning Services

The Impact of a Divorce or Separation on Your Financial Life
 

The Impact of a Divorce or Separation on Your Financial Life

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.


Protecting Your Legacy
 

Protecting Your Legacy

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.

Matrimonial Cases: Rising Above the Numbers
 

Matrimonial Cases: Rising Above the Numbers

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.

Helping Clients Save for College
 

Helping Clients Save for College

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.

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.