Personal financial planning news and resources

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October 1, 2017

Exploring the estate tax: Part 1

This first installment of a two-part article on everything practitioners should know about the estate tax includes the unified estate tax rules and exemption amounts, estate valuation, portability, and what’s included in the gross estate.

September 18, 2017

Why you should discuss the nonfinancial aspects of retirement with your clients

Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.

September 5, 2017

How to avoid costly tax traps with inherited IRAs

This article helps CPAs familiarize themselves with the rules surrounding inherited IRAs and the best ways to deal with these accounts.

September 1, 2017

Scholarship covers estate planning conference costs for emerging CPA

Shane Mason, tax supervisor at Raich Ende Malter & Co. LLP in New York City, received the 2017 P. Thomas Austin Personal Financial Planning Division Scholarship.

September 1, 2017

Tax planning for Millennials

An underserved market awaits CPAs attuned to younger taxpayers’ perspectives.

September 1, 2017

Sprinkle honored for long-term service in PFP

Scott Sprinkle, co-founder and partner of Sprinkle Financial Consultants LLC and Sprinkle & Associates LLC in Denver, received the AICPA 2016 Personal Financial Planning Distinguished Service Award.

August 28, 2017

How to talk to your clients about travel in retirement

CPA financial planners weigh in on how CPAs can discuss travel with clients approaching retirement.

August 14, 2017

How CPAs can help clients with student loan debt

Student loan repayment alternatives are complex, and borrowers struggle to make sense of their options.

August 7, 2017

Number of workers raiding retirement funds rises

More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.

August 1, 2017

Use of trust disclaimers in estate planning

A beneficiary’s disclaimer could adjust the results of an existing irrevocable trust.

July 27, 2017

Americans’ financial well-being reaches its highest level in 10 years

The financial standing of the average American reached its highest levels in more than 10 years in the second quarter of 2017, according to the AICPA’s Personal Financial Satisfaction Index (PFSi).

July 24, 2017

Help your clients make sense of Medicare

This column offers suggestions on the issues you should discuss with your clients.

July 17, 2017

7 ways financial planners can better help Millennials

Millennials have different planning preferences and different goals from earlier generations.

July 10, 2017

Help clients afford health care in retirement

This column offers suggestions for how clients can plan for health care liability today to reduce their financial exposure in the future.

July 1, 2017

Fake financial news threatens Americans’ decision-making abilities

Investors may be misled when writers are secretly compensated for touting company stocks.

July 1, 2017

Planning opportunities for the final tax return

Many tax attributes vanish at the end of life, and clients are well-advised to include them in their final arrangements.

July 1, 2017

What all CPAs should know about elder planning

By providing basic knowledge, CPAs can better serve older clients and their families.

June 14, 2017

Preserve family wealth—and your practice—by engaging the next generation

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.

June 12, 2017

Cognitive impairment does not necessarily have to derail your clients’ 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.

June 12, 2017

Stop behavioral biases from sabotaging your clients’ long-term objectives

Here are some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.

FROM THIS MONTH'S ISSUE

AI risks CPAs should know

Are you ready for the AI revolution in accounting? This JofA Technology Q&A article explores the top risks CPAs face—from hallucinations to deepfakes—and ways to mitigate them.