This column offers suggestions on the issues you should discuss with your clients.
Personal Financial Planning
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.
Clients in the early stages of Alzheimer’s disease or dementia may still be able to take part in financial planning. Learn what precautions CPAs need to take when working with these clients.
Here are some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.
A professional liability claim may occur if a client’s expectation and the results of the tax services do not coincide.
Experts offer advice on how women can navigate their unique retirement financial needs.
The new technology is popular among young and tech-savvy investors.
Experts say individuals should thoroughly investigate financial news and its sources before making investment decisions.
Though Americans’ personal financial well-being remains high, rising interest rates may be beginning to wear on them.
In a recent AICPA survey, 41% of Americans said that their use of personal technology makes them more likely to pay extra for convenience.
Respondents to a new AICPA survey most often cited health care costs as a cause of anxiety about their finances in retirement.
A taxpayer's IRA distributions result in additional gross income, an early withdrawal penalty, and an accuracy-related penalty.
A home should be an important factor in helping clients determine retirement readiness as well as a place to put down roots.
How much do you know about Social Security? Find out in this five-question quiz.
There are steps older borrowers can take if they are struggling to pay off student loans.
Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.