Personal financial planning news and resources

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November 1, 2017

Exploring the estate tax: Part 2

This second part of a two-part article on everything practitioners should know about the estate tax covers estate tax planning techniques, including the marital deduction and the use of various types of trusts.

October 26, 2017

Americans’ financial well-being reaches record high

Stock market gains and a strong job market brought Americans’ financial well-being in the third quarter of 2017 to its highest level in 24 years.

October 16, 2017

CPAs reveal their most common client questions

Clients also turn to CPAs with questions about all kinds of financial matters, particularly about their companies and accounting.

October 2, 2017

Make clients aware of their options for student loan debt relief

CPAs armed with the right information are well-positioned to help clients with student loans save a considerable amount of money.

October 1, 2017

Americans’ financial well-being reaches 10-year high

Decreased inflation and a strong stock market drive up the index.

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