A monthly look at applications, gadgets, and other technology that can improve a CPA’s job and life. This month: Everplans.com.
Significant Event Planning
CPAs need to be prepared to assist clients and their families facing new financial problems due to changing health care needs.
Jonathan Flack, CPA, discusses why leaders of family businesses have such a difficult time with succession planning and what CPAs can do to help them.
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.
Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.
As diagnostics advance, more clients will have more information to include as part of the retirement plan.
Financial and technology experts offer insight into which technologies can help clients save now and in the future.
Just 35% of Americans said they had delayed a major life event for financial reasons, compared with 51% in 2015, according to an AICPA survey.
CPAs share tips on how to provide clients with the emotional support and financial know-how.
Clients will naturally want to help their children afford higher education, but it’s important that they not jeopardize plans for retirement by doing so. Here are some general principles to keep in mind as you advise families faced with these complex decisions.
In part one of a two-part podcast, we take a look at what potential borrowers need to know when considering taking out a government-funded student loan.
This column discusses things to keep in mind when working with older couples who are divorcing.
By providing basic knowledge, CPAs can better serve older clients and their families.
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.
Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.
Three in four older divorced people need a better understanding of how to manage their personal finances, a new AICPA survey shows.
Proper planning can minimize the risks these loans and their repayment options pose to personal finances.
Today senior citizens can choose from a variety of living arrangements.
Student loan arrangements can have unforeseen, long-lasting implications for a family’s financial future.
It’s vital that your clients have certain documents in place to protect themselves and their assets in the event of their physical or mental incapacity.