Tips for handling anxious clients
Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.
Personal financial planning
Tolerance for high risk puts Americans’ investments in jeopardy
Many Americans see a volatile stock market as a way to make a quick profit through short-term buying and selling, according to a new poll.
What the future of medical diagnostics could mean for CPAs
As diagnostics advance, more clients will have more information to include as part of the retirement plan.
FIRE-d up for early retirement
Learn how CPAs can help members of the FIRE movement: a group of financially savvy consumers whose goal is to retire in their 40s, 50s — or even younger.
Advising chronically or terminally ill clients
Seriously ill clients and their families are often worried about how to pay for care. Helping these clients get a better picture of their finances can help alleviate their fears.
Preventing elder fraud
By learning about the various types of elder financial abuse and getting to know clients’ families, CPAs can protect vulnerable clients from fraud.
Job growth helps push Americans’ financial well-being to record high
Stock market gains and increased job opportunities improved the financial outlook of the average American in the second quarter of 2018 despite rising inflation.
What CPAs need to know about a growing housing option
Experts in community housing and those who participating community living share their thoughts.
Hacking retirement: Technology to spur saving
Financial and technology experts offer insight into which technologies can help clients save now and in the future.
Americans’ financial satisfaction hits high mark
Job openings and personal taxes countered volatility.
Fewer Americans delaying life events for financial reasons
And fewer are improving their financial habits.
What clients need to know about Social Security
Ted Sarenski, CPA/PFS, discusses 2018 changes to Social Security and much more, including claiming strategies, spousal benefits, and what might happen to the program in the future.
Planning ideas from Form 1040 (and beyond)
Learn about a few of the many valuable planning opportunities you can uncover when reviewing a client’s tax forms.
Tools and tactics for teaching kids about money
This column offers tips geared toward children ages 7 to 12.
Fewer Americans delaying life events for financial reasons
Just 35% of Americans said they had delayed a major life event for financial reasons, compared with 51% in 2015, according to an AICPA survey.
How CPAs can help prevent elder fraud
CPAs who work with seniors offer advice on how to keep older clients from falling prey to fraud.
Future-proof your tax practice by adding planning services
Consumers are seeking a primary point of contact to address the full scope of their financial needs.
Cash-flow-based software not always better
A reader questions the long-term effectiveness of this software for retirement planning.
Americans’ financial satisfaction hits high mark
Despite recent stock market volatility, the AICPA’s Personal Financial Satisfaction Index (PFSi) reached a record high in the first quarter of 2018.
The ideal time to review your finances
Having too large a tax refund, or having to pay too much in taxes, can be a sign that your financial plan needs revising.
