As wealthy Baby Boomers transfer their assets to Millennials, CPAs can help families preserve their assets and build loyalty to the firm by developing relationships with the younger heirs.
Personal financial planning
Clients in the early stages of Alzheimer’s disease or dementia may still be able to take part in financial planning. Learn what precautions CPAs need to take when working with these clients.
Here are some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.
A professional liability claim may occur if a client’s expectation and the results of the tax services do not coincide.
Experts offer advice on how women can navigate their unique retirement financial needs.
The new technology is popular among young and tech-savvy investors.
Experts say individuals should thoroughly investigate financial news and its sources before making investment decisions.
Though Americans’ personal financial well-being remains high, rising interest rates may be beginning to wear on them.
In a recent AICPA survey, 41% of Americans said that their use of personal technology makes them more likely to pay extra for convenience.
Respondents to a new AICPA survey most often cited health care costs as a cause of anxiety about their finances in retirement.
A taxpayer's IRA distributions result in additional gross income, an early withdrawal penalty, and an accuracy-related penalty.
A home should be an important factor in helping clients determine retirement readiness as well as a place to put down roots.
How much do you know about Social Security? Find out in this five-question quiz.
There are steps older borrowers can take if they are struggling to pay off student loans.
Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.
The updated Body of Knowledge takes a holistic approach.
Publications issued by the SEC provide guidance to investment advisers who operate robo-advisers and investors who use their services.
Students can use the Higher Education Act of 1965 to appeal their loans if they attended a school that was found to have committed a “substantial misrepresentation” of its educational programs.
The start of a new year allows clients to take a fresh look at their investment strategy.
Three in four older divorced people need a better understanding of how to manage their personal finances, a new AICPA survey shows.