Most Americans don’t have adequate emergency savings, according to a survey conducted for National Financial Literacy Month. The AICPA offers four tips from CPAs to help remedy the shortfall.
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Personal financial planning
Beyond FIRE: Planning for mini-retirements
Many workers today are prioritizing midcareer breaks and flexible work lifestyles over retiring young. Advisers can help them with the planning needed.
A Machu Picchu moment and what it means for aging and retirement
Speaker and author Kelley Long, CPA/PFS, explains the evolving definition of, and approach to, retirement and how CPAs can help clients plan for flexible careers. She also previews her upcoming ENGAGE sessions on retirement strategies and making better use of HSAs. Listen to the podcast episode or read the Q&A.
Experts answer burning questions about personal financial security
The AICPA and Finseca answer questions about retirement, taxes, and long-term wealth strategies as a part of National Financial Literacy Month.
Americans’ financial optimism edges higher, but worries remain
As National Financial Literacy Month begins, an AICPA-commissioned survey highlights why many consumers need to refocus their financial decision-making.
Ways to de-risk concentrated stock portfolios
Learn how investors can manage concentrated stock risk with minimal tax impact — and why CPAs should know the options.
Elder fraud rises as scammers use AI
Learn how CPAs can help protect the elderly against the growing threat of artificial intelligence-powered scams using deepfakes and voice cloning.
IRS proposes regulations for Trump accounts, pilot program
Proposed regulations under Sec. 530A provide information on how to open initial Trump accounts, and proposed regulations under Sec. 6434 provide guidance on the program that provides $1,000 contributions to Trump accounts for eligible children.
What CPAs should know about Trump accounts
What are Sec. 530A Trump accounts, and how should CPAs advise families? This Q&A breaks down contributions, investment limits, and planning considerations practitioners need to understand.
How to ease taxes on inherited IRAs
Inheriting retirement accounts isn’t as simple as it used to be. The 10-year drawdown rule can trigger hefty taxes for heirs. Learn how smart planning can help.
Cost-of-living increases could hurt 2026 financial goals, poll says
The Harris Poll, conducted on behalf of the AICPA, found that most Americans have financial goals, with saving money as the top one.
Tax-efficient drawdown strategies in retirement
Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.
Big changes hit federal student loan program
Learn about the complex shifts in federal student aid since the passage of H.R. 1, including new loan caps and repayment plans.
Government withdraws defense of retirement fiduciary rule
The Justice Department dropped its appeal in a case challenging a Biden-era regulation, leaving financial advisers free from new fiduciary duties for now.
Where CPAs stand on economic sentiment, what’s next for the JofA podcast
This episode summarizes results of a recent quarterly survey on economic and business sentiment, mentions IRS news, and previews future content. Listen to the episode or read the transcript.
IRS outlines details for Trump accounts
The IRS released initial details on Trump accounts, a new type of IRA for some children. Also, a billionaire business executive pledged $6.25 billion to provide 25 million children with a $250 contribution to a Trump account.
JofA branded podcast: Investment management at the intersection of tax and wealth services
In this Journal of Accountancy branded podcast episode, Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, talks with Matt Gotlin, Choreo’s chief investment officer, on trends in investment management and tips for CPAs to advise clients.
Going into debt for holiday spending? You’re not alone
Nearly half of over 2,000 adults surveyed on behalf of the AICPA said they expect to go into debt for holiday gifts or travel.
Inflation adjustments to retirement account limits issued for 2026
The IRS announced inflation-adjusted limits on benefits and contributions for various retirement accounts on Thursday, including maximum contribution amounts for 401(k) plans and traditional and Roth IRAs.
Real estate tax changes that advisers need to understand
A firm partner and AICPA conference speaker breaks down rule changes related to bonus depreciation and opportunity zone investment. Listen to the podcast episode or read the Q&A.
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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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