CPA financial planners must carefully document for clients all risks associated with recommended investments.
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Personal financial planning
CPAs need to watch these health care pricing rules
New rules are designed to make health care pricing more transparent, and CPA financial planners could use that information to help clients make more informed decisions.
Americans’ financial satisfaction at all-time high
Americans’ financial satisfaction hit an all-time high in the fourth quarter of 2019. Stock market gains coupled with declines in underemployment and loan delinquencies helped lift the index to new heights.
The financial and human cost of loneliness in retirement
Isolation and loneliness can have serious emotional, social, and financial consequences, and can contribute to declines in clients’ physical and mental health and quality of life.
How to guard client finances against dementia
Cognitive impairment adds a difficult layer of complexity to a client’s financial plans. Here are steps CPAs can take to protect clients with dementia against fraud.
Proceeding into retirement
CPAs describe how they made a successful transition at the end of their careers.
Qualified opportunity zone regs. finalized
The IRS issued final regulations providing guidance on tax-favored investments in qualified opportunity zones (QOZs).
Government report finds deficiencies in most US hospices
Advise clients to do their research before choosing hospice care.
Helping clients after they are divorced
CPAs should review several key financial planning steps with newly single clients.
Keep clients coming to you with PFP services
A tax practice can weather demographic and technological changes by expanding its reach in financial planning. Tax knowledge gives CPAs an advantage when it comes to financial planning because almost every aspect of financial planning involves tax.
5 steps to a successful sale
Fentress Seagroves, deals partner for the U.S. with PwC, outlines the steps business owners can take to ensure a successful transition and discusses the many ways CPAs can support them during this process.
Retirement plan contribution limits increase for 2020
Annual contribution limits for 401(k) plans will increase from $19,000 in 2019 to $19,500 in 2020, and most other limits are increasing as well.
Planning for Medicare taxes, premiums, and surcharges
Don’t neglect these basic health care considerations in clients’ retirement planning.
Financial satisfaction stays high, but economic concerns remain
Despite fears about the economy, Americans’ personal financial satisfaction stayed high in the third quarter of 2019, according to the PFSi, a proprietary economic indicator calculated quarterly by the AICPA.
Tillery receives PFP Distinguished Service Award
Susan Tillery, president and co-founder of Paraklete Financial Inc., received the AICPA’s 2019 Personal Financial Planning (PFP) Distinguished Service Award.
Website helps CPAs and clients plan for life and beyond
A monthly look at applications, gadgets, and other technology that can improve a CPA’s job and life. This month: Everplans.com.
Standing Ovation program recognizes CPAs for contributions to PFP
Seven CPAs under the age of 40 were recognized under the Standing Ovation program for their contributions to personal financial planning.
Kessler honored for lifetime achievement in PFP
Stuart Kessler, who was tax director for CohnReznick in New York City, received the Stanley H. Breitbard Lifetime Achievement in Personal Financial Planning Award.
Great time for a GRAT
Grantor retained annuity trusts may be an optimal wealth-transfer vehicle for many.
Ward receives P. Thomas Austin PFP Scholarship
Richard L. Ward, president of Capital Configuration LLC in Pittsburgh, received the 2019 P. Thomas Austin Personal Financial Planning (PFP) Scholarship.
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Get your clients ready for tax season
Help clients avoid surprises with year-end planning strategies for managing taxable income, maximizing deductions, and adjusting to OBBBA changes affecting individuals and businesses.
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Sec. 338(h)(10) elections in business acquisitions
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