How much do you know about Medicare?
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
Why you should discuss the nonfinancial aspects of retirement with your clients
Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
How to avoid costly tax traps with inherited IRAs
This article helps CPAs familiarize themselves with the rules surrounding inherited IRAs and the best ways to deal with these accounts.
Scholarship covers estate planning conference costs for emerging CPA
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.
Tax planning for Millennials
An underserved market awaits CPAs attuned to younger taxpayers’ perspectives.
Sprinkle honored for long-term service in PFP
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.
How to talk to your clients about travel in retirement
CPA financial planners weigh in on how CPAs can discuss travel with clients approaching retirement.
How CPAs can help clients with student loan debt
Student loan repayment alternatives are complex, and borrowers struggle to make sense of their options.
Number of workers raiding retirement funds rises
More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.
Use of trust disclaimers in estate planning
A beneficiary’s disclaimer could adjust the results of an existing irrevocable trust.
Americans’ financial well-being reaches its highest level in 10 years
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).
Help your clients make sense of Medicare
This column offers suggestions on the issues you should discuss with your clients.
Help clients afford health care in retirement
This column offers suggestions for how clients can plan for health care liability today to reduce their financial exposure in the future.
What all CPAs should know about elder planning
By providing basic knowledge, CPAs can better serve older clients and their families.
Planning opportunities for the final tax return
Many tax attributes vanish at the end of life, and clients are well-advised to include them in their final arrangements.
Fake financial news threatens Americans' decision-making abilities
Investors may be misled when writers are secretly compensated for touting company stocks.
Preserve family wealth—and your practice—by engaging the next generation
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.
Cognitive impairment does not necessarily have to derail your clients’ planning
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.
Stop behavioral biases from sabotaging your clients’ long-term objectives
Here are some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.
Planning to mitigate risk in tax planning engagements
A professional liability claim may occur if a client’s expectation and the results of the tax services do not coincide.
