More than half of Americans with debt said that owing money has had a negative impact on their lives, according to a recent AICPA survey.
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TOPICS
Personal financial planning
What CPAs should know about ‘gray divorce’
This column discusses things to keep in mind when working with older couples who are divorcing.
Ways to stop elder financial abuse before it starts
This article looks at common schemes and ways CPAs can help their clients avoid becoming victims.
6 common client financial mistakes
This article identifies blunders CPAs see clients make and offers ways to prevent those problems.
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.
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.
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.
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.
Americans’ financial well-being reaches 10-year high
Decreased inflation and a strong stock market drive up the index.
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.
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.
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.
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.
Tax planning for Millennials
An underserved market awaits CPAs attuned to younger taxpayers’ perspectives.
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.
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.
How CPAs can help clients with student loan debt
Student loan repayment alternatives are complex, and borrowers struggle to make sense of their options.
Number of workers raiding retirement funds rises
More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.
Use of trust disclaimers in estate planning
A beneficiary’s disclaimer could adjust the results of an existing irrevocable trust.
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).
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