Without guidance, clients can end up giving to charity in ways that aren’t tax-efficient.
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TOPICS
Personal financial planning
How to help clients rebound from a natural disaster
CPAs share tips on how to provide clients with the emotional support and financial know-how.
High-deductible Medigap plan makes sense for some
Medigap High-F provides the same coverage as Medigap F but has much lower premiums.
Divorce traps: Portfolios harboring unrealized gains
In a divorce, asset types matter tremendously, and small details can skew a distribution that looks fair based on the numbers alone.
How 65 became the default retirement age
For decades, 65 has been the goalpost most everyone in the labor force worked toward for retirement. But why 65?
Clients are living longer: How will your practice adapt?
With the over-100 population swelling in the United States, CPA financial planners need to focus on guiding clients toward a longer retirement.
How the new tax law will change wealthy Americans’ financial plans
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.
Private student loan debt: What CPAs need to know
We examine what potential borrowers need to know when considering taking out private student loans.
Bring more value to your clients with charitable planning
CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable planning.
Help small businesses choose the right employee retirement plans
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.
How to choose the right software for retirement planning
Weigh these factors when choosing financial planning software to help clients with retirement planning.
Help clients balance retirement and education 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.
Ted Sarenski, CPA/PFS
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.
Student loan debt: Everything you need to know but were too afraid to ask
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.
Americans’ financial well-being continues upward trend
Americans’ personal financial satisfaction increased steadily throughout 2017, reaching a 24-year peak in the fourth quarter of 2017, according to the AICPA’s Personal Financial Satisfaction Index.
How to balance costs of parenthood and retirement
This column explains how personal financial planners can help make sure their clients’ finances hold up to the costs involved with raising children.
Could this simple proposal help boost retirement savings?
Auto portability could help prevent retirement account leakage when workers change jobs.
Keep pets from chewing a hole in your budget
Seventy-six percent of pet owners would make a financial sacrifice to rescue a pet from a health crisis, an AICPA survey found.
How to help clients avoid post-disaster donation fraud
CPAs can help their clients avoid falling victim to fraud ensuring donations are made to legitimate 501(c)(3) organizations.
How to get the most out of HSAs
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.
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SPONSORED REPORT
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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