Prepare clients for a sudden elder health care crisis
This article discusses the challenges your clients could face when suddenly needing to move a parent to long-term care, along with ways you can help them prepare.
Personal Financial Planning
What to say to grieving clients
Grief expert Amy Florian, CEO of consulting company Corgenius and a speaker at ENGAGE, suggests some dos and don’ts when supporting clients who have suffered a loss.
4 ways to save time in Excel
This article offers tricks to make you more efficient and effective with the spreadsheet application.
How the ‘sandwich generation’ affects retirement
CPAs can help clients who are trying to save money while also dealing with shifting family demographics.
Avoid tax traps with a timely appraisal
New basis-consistency requirements make defensible valuations even more important.
Optimizing residential real estate deductions
The new Sec. 199A safe harbor and tangible property regulations offer ways for landlords to reduce taxable income from rentals.
Personal financial satisfaction up in first quarter after market rebound
Americans’ personal financial satisfaction reached a record high in the first quarter of 2019, according to the AICPA’s proprietary Personal Financial Satisfaction Index.
Maximizing the higher education tax credits
A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.
Clients’ top retirement fear: Running out of money
Nearly one-third (30%) of financial planners say their clients’ top retirement fear is running out of money, according to a recent AICPA survey of 631 CPA financial planners.
Which benefits do employees find most financially beneficial?
Health insurance and 401(k) matches led the pack.
Finding out if one can prosper investing in loans
A monthly look at applications, gadgets, and other technology that can improve a CPA’s job and life.
Americans’ personal financial satisfaction dips in fourth quarter
The AICPA’s Personal Financial Satisfaction Index (PFSi) declined for the first time in two years in the fourth quarter of 2018, largely due to the stock market’s end-of-year downturn.
Don’t miss the new Medicare Advantage enrollment period
It can be helpful for CPA financial planners to reach out to clients to be sure they know about the opportunity to review their coverage and make recommended changes.
How tax reform is changing clients’ financial plans
CPA financial planners named charitable giving, business structure and estate plans as the areas of clients’ financial plans they have had to adjust most frequently following the passage of the TCJA, according to a recent survey.
Investors trust auditors, but confidence in US markets drops
Audited financial information also gets high marks.
Which benefits do employees find most financially beneficial?
Eighty percent of Americans would choose a job with benefits over one with no benefits that paid 30% more, according to a Harris Poll survey on behalf of the AICPA.
Help clients save money on prescription drugs
CPAs are well-equipped to help clients understand the intricacies of Medicare Part D.
Financial satisfaction measure hits record for 5th straight quarter
The AICPA’s Personal Financial Satisfaction Index (PFSi) reached the highest point in its 25-year history at a value of 32 in the third quarter of 2018, a 3.1-point (10.7%) increase from the previous quarter.
The Medicare Part D coverage gap is ending
CPAs may want to revisit their clients’ Medicare elections, particularly now that Part D changes are on the horizon.
Scholarship covers estate planning conference costs
Chris DeBlanc, tax supervisor at RSM US LLP, received the 2018 P. Thomas Austin Personal Financial Planning (PFP) Division Scholarship.
