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
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.
This article offers tricks to make you more efficient and effective with the spreadsheet application.
CPAs can help clients who are trying to save money while also dealing with shifting family demographics.
New basis-consistency requirements make defensible valuations even more important.
The new Sec. 199A safe harbor and tangible property regulations offer ways for landlords to reduce taxable income from rentals.
Americans’ personal financial satisfaction reached a record high in the first quarter of 2019, according to the AICPA’s proprietary Personal Financial Satisfaction Index.
A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.
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.
Health insurance and 401(k) matches led the pack.
A monthly look at applications, gadgets, and other technology that can improve a CPA’s job and life.
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.
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.
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.
Audited financial information also gets high marks.
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.
CPAs are well-equipped to help clients understand the intricacies of Medicare Part D.
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.
CPAs may want to revisit their clients’ Medicare elections, particularly now that Part D changes are on the horizon.
Chris DeBlanc, tax supervisor at RSM US LLP, received the 2018 P. Thomas Austin Personal Financial Planning (PFP) Division Scholarship.