CPAs armed with the right information are well-positioned to help clients with student loans save a considerable amount of money.
Personal Financial Planning
This first installment of a two-part article on everything practitioners should know about the estate tax includes the unified estate tax rules and exemption amounts, estate valuation, portability, and what’s included in the gross estate.
Decreased inflation and a strong stock market drive up the index.
As more of your clients face health care decisions, how much do you know about this program and how it affects your clients’ financial situations?
Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
This article helps CPAs familiarize themselves with the rules surrounding inherited IRAs and the best ways to deal with these accounts.
Shane Mason, tax supervisor at Raich Ende Malter & Co. LLP in New York City, received the 2017 P. Thomas Austin Personal Financial Planning Division Scholarship.
An underserved market awaits CPAs attuned to younger taxpayers’ perspectives.
Scott Sprinkle, co-founder and partner of Sprinkle Financial Consultants LLC and Sprinkle & Associates LLC in Denver, received the AICPA 2016 Personal Financial Planning Distinguished Service Award.
CPA financial planners weigh in on how CPAs can discuss travel with clients approaching retirement.
Student loan repayment alternatives are complex, and borrowers struggle to make sense of their options.
More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.
A beneficiary’s disclaimer could adjust the results of an existing irrevocable trust.
The financial standing of the average American reached its highest levels in more than 10 years in the second quarter of 2017, according to the AICPA’s Personal Financial Satisfaction Index (PFSi).
This column offers suggestions on the issues you should discuss with your clients.
This column offers suggestions for how clients can plan for health care liability today to reduce their financial exposure in the future.
By providing basic knowledge, CPAs can better serve older clients and their families.
Many tax attributes vanish at the end of life, and clients are well-advised to include them in their final arrangements.
Investors may be misled when writers are secretly compensated for touting company stocks.
As wealthy Baby Boomers transfer their assets to Millennials, CPAs can help families preserve their assets and build loyalty to the firm by developing relationships with the younger heirs.