Website helps CPAs and clients plan for life and beyond
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
Financial planning for clients who have suffered traumatic brain injuries
CPAs need to be prepared to assist clients and their families facing new financial problems due to changing health care needs.
How CPAs can help family businesses with succession planning
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.
Prepare clients for a sudden elder health care crisis
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.
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.
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.
Hacking retirement: Technology to spur saving
Financial and technology experts offer insight into which technologies can help clients save now and in the future.
Fewer Americans delaying life events for financial reasons
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.
How to help clients rebound from a natural disaster
CPAs share tips on how to provide clients with the emotional support and financial know-how.
Help clients balance retirement and education planning
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.
Student loan debt: Everything you need to know but were too afraid to ask
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.
What CPAs should know about ‘gray divorce’
This column discusses things to keep in mind when working with older couples who are divorcing.
What all CPAs should know about elder planning
By providing basic knowledge, CPAs can better serve older clients and their families.
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.
How to discuss long-term-care options with 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.
Golden-years divorces show couples’ need for financial literacy
Three in four older divorced people need a better understanding of how to manage their personal finances, a new AICPA survey shows.
Student loans: What you need to know before signing
Proper planning can minimize the risks these loans and their repayment options pose to personal finances.
Understand senior housing options
Today senior citizens can choose from a variety of living arrangements.
What to know before you take out a student loan
Student loan arrangements can have unforeseen, long-lasting implications for a family’s financial future.
The elder planning documents your clients must have
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.
