Without guidance, clients can end up giving to charity in ways that aren’t tax-efficient.
Personal financial planning
Lisa Featherngill, CPA/PFS, talks about why it’s so important for families to communicate about estate plans.
CPAs can provide invaluable assistance to clients who are getting divorced. Tracy Stewart, CPA/PFS, explains how.
Lori Luck, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss the life changes that often lead clients to meet with CPA financial planners.
Interested in becoming a CPA/PFS? Steve Klane, CPA/PFS, and Ryan Genor, CPA/PFS, who both transitioned to personal financial planning after traditional CPA careers, talk about how they got started.
Medigap High-F provides the same coverage as Medigap F but has much lower premiums.
Lisa Featherngill, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss how having tax knowledge has helped them practice financial planning.
CPAs possess technical expertise and are viewed as trusted advisers by their clients. As Chris Benson, CPA/PFS, Brooke Salvini, CPA/PFS, and Lori Luck, CPA/PFS, explain, that’s why they’re well-suited to provide personal financial planning services.
Lisa Featherngill, CPA/PFS, and Brooke Salvini, CPA/PFS, explain why they find being a CPA financial planner is rewarding and meaningful.
For decades, 65 has been the goalpost most everyone in the labor force worked toward for retirement. But why 65?
With the over-100 population swelling in the United States, CPA financial planners need to focus on guiding clients toward a longer retirement.
In a divorce, asset types matter tremendously, and small details can skew a distribution that looks fair based on the numbers alone.
Three in five affluent Americans (63%) said they’re very or somewhat likely to change their personal financial plans based on the new federal tax law, according to a poll conducted on behalf of the AICPA.
We examine what potential borrowers need to know when considering taking out private student loans.
CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable planning.
Clients will naturally want to help their children afford higher education, but it’s important that they not jeopardize plans for retirement by doing so. Here are some general principles to keep in mind as you advise families faced with these complex decisions.
Weigh these factors when choosing financial planning software to help clients with retirement planning.
Consider these vital factors when helping owners of small businesses select a retirement plan. A handy comparison chart shows what the most popular plans entail.
Helping clients figure out what kind of lives they want to lead in retirement is a critical step in personal financial planning, according to Ted Sarenski, CPA/PFS.
In part one of a two-part podcast, we take a look at what potential borrowers need to know when considering taking out a government-funded student loan.