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Personal financial planning

The pros and cons of delaying Social Security

Make sure your decision about when to claim Social Security benefits is an informed one that takes into consideration your expected longevity along with various financial and other factors.

Roth IRAs: Are they right for your client?

The choice between a Roth IRA and a traditional IRA in saving for retirement depends on the person’s age, tax bracket, expected future earnings and other factors.

Ask the expert: Gift planning

Karla Valas leads fundraising for Fidelity Charitable, the nation’s largest grantmaker. Her team helps CPAs to prioritize sophisticated planning conversations that incorporate charitable strategies.

Gerald Townsend, CPA/PFS/ABV

Clients need more than one thing from a personal financial planner, according to Gerald Townsend, CPA/PFS/ABV.

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Tools for finding CAS clients

How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.

From The Tax Adviser

April 30, 2026

Current developments in taxation of individuals: Part 2

April 30, 2026

Hedge funds: Tax structuring, planning, and compliance

March 31, 2026

Current developments in taxation of individuals: Part 1

March 31, 2026

Current Developments in Taxation of Individuals: Part 1