Financial Planning Services
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: 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.
Posted: September 16, 2016
In New Jersey, there are four official ways to get divorced: litigation, arbitration, mediation or, the newest vehicle, collaboration. The collaborative process identifies the specific goals and interests of both parties and aims to find a happy medium through open communication and a pledge to not go to court.