PAGE HEADING

  • /App_Images/Headshots/602927.jpg

    I Do – Diligence

    Posted: May 2, 2025
    Financial planning in marriage shouldn’t be about control — it’s about alignment. It’s about using combined resources in a way that reflects the couple’s shared values, supports them through life’s transitions and strengthens their bond.
  • /App_Images/Headshots/564880.jpg

    7 Financial Considerations for CPAs Guiding Clients Through Divorce

    Posted: May 1, 2025
    Divorce requires a multidisciplinary approach, working with a team of professionals for the client. CPAs are often the financial anchors, and working with financial advisors and family law attorneys ensures comprehensive support.
  • /App_Images/Headshots/608807.jpg

    QDROs and Divorce: What New Jersey CPAs Must Know to Avoid Tax Pitfalls

    Posted: April 25, 2025
    When a client is going through divorce, their accountant is often the most consistent advisor in the room. With so many Americans stuffing their employer-sponsored retirement plans to the gilt, one of the most critical issues in divorce is the proper handling of retirement assets.
  • CEO Compass - Spring 2025

    Posted: April 21, 2025
    The accounting and finance landscape is once again experiencing dramatic shifts. A steady stream of executive orders, economic volatility and geopolitical tensions are creating ripple effects across the country — and right here in New Jersey. It’s more important than ever that this uncertainty does not deter from our mission and sway us off course. As always, CPAs are called to lead with clarity, confidence and compassion.
  • /App_Images/Headshots/601698.jpg

    Understanding Gen Z's Values and Employment Preferences

    Posted: April 4, 2025
    Advice to employers: Take chances on the newer generation that is entering the workforce in an ever-changing landscape and be an advocate for your younger employees and provide them with trusted support systems.