Auto portability could help prevent retirement account leakage when workers change jobs.
Personal Financial Planning
Seventy-six percent of pet owners would make a financial sacrifice to rescue a pet from a health crisis, an AICPA survey found.
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.
CPAs can help their clients avoid falling victim to fraud ensuring donations are made to legitimate 501(c)(3) organizations.
More than half of Americans with debt said that owing money has had a negative impact on their lives, according to a recent AICPA survey.
This column discusses things to keep in mind when working with older couples who are divorcing.
This article looks at common schemes and ways CPAs can help their clients avoid becoming victims.
This article identifies blunders CPAs see clients make and offers ways to prevent those problems.
This second part of a two-part article on everything practitioners should know about the estate tax covers estate tax planning techniques, including the marital deduction and the use of various types of trusts.
Stock market gains and a strong job market brought Americans’ financial well-being in the third quarter of 2017 to its highest level in 24 years.
Clients also turn to CPAs with questions about all kinds of financial matters, particularly about their companies and accounting.
CPAs armed with the right information are well-positioned to help clients with student loans save a considerable amount of money.
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.