Personal financial planning news and resources

TOPICS

July 12, 2022

How to advise clients buying vacation rental property

CPA financial planners can help vacation rental owners to maximize profit and peace of mind and minimize surprises.

June 2, 2022

Hiring family members in a small business

Employing children and other relatives in a family business can yield tax advantages, but there are potential drawbacks to consider.

May 12, 2022

Building a tax-efficient retirement income plan for clients

For retirees, effective tax planning requires taking a long view and spending down assets from a variety of sources each year.

May 1, 2022

Adopting a child: Tax planning considerations

Parents pursuing an adoption can use a CPA’s advice.

April 22, 2022

Help clients achieve flexible spending in retirement

Does the 4% rule still make sense? A CPA financial planner discusses how advisers can help ensure their clients can spend with flexibility throughout retirement.

April 19, 2022

ENGAGE emcee: Why inflation could cause retirement U-turns

Hear or read this conversation with a CBS News business analyst on top questions asked of financial planners and what role inflation and tax rates may play.

April 1, 2022

How CPA financial planning firms can move forward post-pandemic

Firms and clients are both reassessing their
priorities in the wake of the pandemic.

April 1, 2022

Helping retirement plan participants understand their net worth

Two easy mistakes seen in retirement planning involve valuation of pensions and improper net-worth comparisons.

March 31, 2022

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.

March 30, 2022

‘SECURE 2.0’ would further expand retirement savings options

Legislation augmenting the SECURE Act of 2019 now goes to the Senate after passing the House.

March 23, 2022

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.

March 3, 2022

How to keep Ukraine donations safe from fraudsters

Taking the time to research charities can help donors make certain that their donations are being used for the intended purpose.

March 1, 2022

How married couples can use trusts in estate planning

Married taxpayers have estate planning options others don’t.

December 1, 2021

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.

November 1, 2021

When seniors are targeted in schemes

Practitioners need to understand elder fraud and what to do when they find it.

November 1, 2021

Choosing a billing method for financial planning

CPA financial planners discuss the pros and cons of different billing methods for financial planning services and why they chose the one they did.

October 28, 2021

How investors can protect against inflation

CPA financial planners discuss this year’s nearly 6% inflation rate and what it could mean for investment portfolios.

October 14, 2021

The long-term-care quandary: Helping clients prepare

Long-term care is a critical topic when discussing retirement plans with aging clients.

August 9, 2021

6 tips for supporting clients through life transitions

Experienced CPA financial planners share tips for helping clients through change.

July 13, 2021

Reach your students with financial literacy

Pique students’ interest in accounting with a subject relevant to their lives.

FROM THIS MONTH'S ISSUE

4 ways solo practitioners can stand out

Five years ago, a grieving Angel Zhen started his own CPA firm with no clients and no revenue. Today, he has 300 clients, $600,000 in revenue and 12 weeks of annual vacation. In this JofA article, he shares how he set up his firm and how you could do the same.