Putting in writing what happens in the event of divorce is important for high-net-worth clients especially, and with the right approach, these agreements can be created with care and respect.
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Personal financial planning
How Medicare rules affect HSA eligibility after age 65
The complex rules for Medicare and health savings accounts lead to many client questions. Here are answers to some of the most common ones.
Financial planning aspects of unretiring
Reentering the workforce after having officially retired from it can raise a host of financial planning questions, especially for individuals whose main motivation for “unretiring” is economic.
DOL’s ‘retirement security rule’ runs into obstacles
The U.S. Department of Labor’s recent effort to impose new requirements on financial professionals providing retirement investment advice faces doubtful prospects because of court challenges and the change in presidential administration.
IRS issues proposed regs. on catch-up contributions
The proposed regulations apply to catch-up contributions under a 401(k) or similar workplace retirement plan that generally are allowed for workers who have attained age 50.
Growth in client advisory services set to continue rapid increase
Firms in CPA.com’s CAS Benchmark Survey report a significant increase in median revenue and project an increase of nearly 100% over the next three years.
3 ways to balance saving for education and retirement
Worried parents can obtain peace of mind with a
realistic strategy.
Using behavioral science in a financial planning practice
By understanding psychological influences on decision-making, CPAs can work with clients more effectively and improve how they operate their practice.
Answering common questions about HSAs and Medicare enrollment
Clients often get confused about how enrollment in Medicare affects their eligibility to contribute to a health savings account and what to do if they erroneously made HSA contributions after their eligibility ceased.
Financial planners and caregiving: Helping clients manage the challenges
Planning for caregiving involves immediate and future financial implications along with tax considerations and documentation. Preparing for eventual life needs provides clients and their caregivers emotional support along with clear direction about the financial possibilities.
Driving better savings discipline and loving the work you do
An author and speaker on the topic of retirement plans – saving for them, designing them, auditing them – has a message that goes beyond the theme of saving. Listen to the podcast episode or read the Q&A.
Inflation adjustments to retirement account limits issued for 2025
The IRS announced inflation-adjusted limits on benefits and contributions for various retirement accounts on Friday, including maximum contribution amounts for 401(k) plans and traditional and Roth IRAs.
Using behavioral science in a financial-planning practice
By understanding psychological influences on decision-making, CPA financial planners can work with clients more effectively and improve how they operate their practice.
Clarification proposed for CPAs’ financial statement preparation engagements
An AICPA committee approved a proposed revision to Statement on Standards for Accounting and Review Services (SSARS) No. 21 addressing the applicability of the standard when preparing financial statements as a part of consulting services.
FinCEN final rule lessens impact on small registered investment advisers
Treasury’s Financial Crimes Enforcement Network estimates the rule will require about 200 previously unaffected small RIAs to participate in FinCEN’s anti-money-laundering and terrorism programs. The number of affected RIAs is lower than the proposed rule’s estimate.
Retirement: How to respond to the changing definition of the word
A shift away from the traditional view of what it means to retire in America means that innovative approaches can lead to better outcomes for everyone.
Helping pre-retirees choose a retirement spending limit
Retiring clients need a realistic and accurate target that ensures they neither outlive their savings nor unnecessarily restrict their “fun money” spending. Here are some steps to follow.
Municipal bonds: Planning for the TCJA sunset
Clients who invest in municipal bonds may require new strategies because of tax changes that lie ahead in 2026.
Key planning considerations for childfree clients
Helping the growing demographic of childfree individuals and couples plan their financial futures requires a shift in perspective.
Prepare large estates for TCJA sunset now
Now is the time to talk with high-net-worth clients about using the temporarily doubled estate and gift tax exclusion before its sunset in 2026, Bob Keebler, CPA/PFS, stressed in a webcast.
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