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.
Personal Financial Planning
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.
Don’t let the Medicare Annual Enrollment Period pass you by
the Annual Enrollment Period is an opportunity for clients to be proactive in their Medicare planning.
Job growth pushes Americans’ financial well-being to record high
Inflation was the only negative indicator to worsen in the AICPA's index.
Sarenski awarded for longtime contributions to tax and financial planning
Theodore J. Sarenski, CEO and president of Blue Ocean Strategic Capital LLC, received the AICPA's Sidney Kess Award for Excellence in Continuing Education.
Young CPAs honored with Personal Financial Planning Standing Ovation
Seventeen young CPAs were recognized through the Personal Financial Planning Standing Ovation program for making notable contributions to the profession.
PFP Distinguished Service Award recognizes sustained volunteer contributions
Jean-Luc Bourdon, principal at BrightPath Wealth Planning LLC, received the AICPA's 2017 Personal Financial Planning (PFP) Distinguished Service Award.
Investors trust auditors, but confidence in U.S. markets drops
Investors continue to show a high degree of confidence that public company auditors are looking out for them, according to a new survey.
Tips for working with Millennial clients
Cortlon Cofield, CPA/PFS, offers his best advice for marketing to and working with Millennial clients.
Tips for handling anxious clients
Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.
Tolerance for high risk puts Americans’ investments in jeopardy
Many Americans see a volatile stock market as a way to make a quick profit through short-term buying and selling, according to a new poll.
What the future of medical diagnostics could mean for CPAs
As diagnostics advance, more clients will have more information to include as part of the retirement plan.
FIRE-d up for early retirement
Learn how CPAs can help members of the FIRE movement: a group of financially savvy consumers whose goal is to retire in their 40s, 50s — or even younger.
Advising chronically or terminally ill clients
Seriously ill clients and their families are often worried about how to pay for care. Helping these clients get a better picture of their finances can help alleviate their fears.
Preventing elder fraud
By learning about the various types of elder financial abuse and getting to know clients’ families, CPAs can protect vulnerable clients from fraud.
Job growth helps push Americans’ financial well-being to record high
Stock market gains and increased job opportunities improved the financial outlook of the average American in the second quarter of 2018 despite rising inflation.
What CPAs need to know about a growing housing option
Experts in community housing and those who participating community living share their thoughts.
Hacking retirement: Technology to spur saving
Financial and technology experts offer insight into which technologies can help clients save now and in the future.
Americans’ financial satisfaction hits high mark
Job openings and personal taxes countered volatility.
Fewer Americans delaying life events for financial reasons
And fewer are improving their financial habits.
