Financial Planning Services


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.

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.