Financial Planning Services
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.
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: 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.
Posted: December 8, 2016
Wealth advisers have specialized tools that help high net worth clients work toward their financial objectives. One such specialized tool is private placement life insurance (PPLI) — an offering that blends risk management and professional asset management.
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.