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?
Personal Financial Planning
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.
CPA financial planners weigh in on how CPAs can discuss travel with clients approaching retirement.
Student loan repayment alternatives are complex, and borrowers struggle to make sense of their options.
More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.
A beneficiary’s disclaimer could adjust the results of an existing irrevocable trust.
The financial standing of the average American reached its highest levels in more than 10 years in the second quarter of 2017, according to the AICPA’s Personal Financial Satisfaction Index (PFSi).
This column offers suggestions on the issues you should discuss with your clients.
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.