Personal financial planning news and resources

TOPICS

October 1, 2016

Scholarship funds Estate Planning Conference costs

The annual scholarship is awarded to a CPA who has 15 years’ or less experience in the workforce and less than 10 years’ experience in estate planning.

September 29, 2016

Millennials are the most confident investors, survey shows

Millennial investors have more faith than members of other generations in US and overseas markets, US public companies, and audited financial information, a new survey shows.

September 12, 2016

How to build rapport with older clients

Sometimes generational differences or hearing impairments make communicating with elderly clients a challenge.

September 1, 2016

In-home caregivers: Answers to tax and nontax questions

As it becomes increasingly common for people to employ caregivers in their homes, it’s important to ensure that all laws are followed, from tax to immigration to labor.

September 1, 2016

SEC seeks transition plan requirements for investment advisers

Plans address continuity in case of disruption.

August 29, 2016

How to work with a grieving client

A growing elderly population means an increasing number of clients losing spouses, and CPAs with strong emotional intelligence will have better relationships with their clients and get more referrals.

August 24, 2016

Don’t let social media envy drain your bank account

Nearly 4 in 10 social media users browse for vacations or other goods after seeing friends’ purchases online, an AICPA survey found.

August 8, 2016

Why you should review the funding of your clients’ irrevocable trusts

CPAs, their clients, and other advisers should review funded irrevocable trusts for these points.

August 3, 2016

Travel rewards can lead to credit woes for many Americans

Though 58% of Americans say using credit cards to earn travel rewards makes sense, just 15% actually use these rewards to pay for all or part of a trip, an AICPA survey found.

August 1, 2016

Understand senior housing options

Today senior citizens can choose from a variety of living arrangements.

July 28, 2016

Americans’ financial outlook reaches 9-year high despite global economic turmoil

The financial outlook of the average American has reached its highest level in nine years, according the quarterly AICPA Personal Financial Satisfaction Index (PFSi).

July 25, 2016

The elder planning documents your clients must have

It’s vital that your clients have certain documents in place to protect themselves and their assets in the event of their physical or mental incapacity.

July 25, 2016

What to know before you take out a student loan

Student loan arrangements can have unforeseen, long-lasting implications for a family’s financial future.

July 11, 2016

Retirement tips from retired CPAs

With thoughtful planning, the shift into retirement can be relatively smooth and even exciting.

July 1, 2016

When clients should open or convert to a Roth IRA

These versatile accounts belong in every adviser’s retirement strategy toolkit.

June 30, 2016

SEC seeks transition plan requirements for investment advisers

CPAs registered as investment advisers with the SEC would have to develop and implement written business continuity plans under a rule proposed by the commission.

June 27, 2016

Afraid to bring up elder planning with your aging clients?

When clients wait too long to plan, they can find themselves scrambling to pay unexpected bills.

June 1, 2016

‘Private Roth IRA corporation’ is held abusive

Transfers under a subcontracting agreement to a C corporation held by a taxpayer’s Roth IRA were excess contributions to the IRA.

June 1, 2016

Estate basis consistency and reporting: What practitioners need to know

The new law imposes a potentially elaborate reporting regime for values of estate property and ominous consequences for failures.

May 31, 2016

6 tips for paying off your student loan debts

Students can practice smart financial management habits that help ensure they’re able to pay off their loans.

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Learn how CPAs can strengthen their human relationships by developing their communication, curiosity, and self-awareness. Artificial intelligence can’t replicate these people skills.