Tax and Financial Planning
for consumers and small business owners

The New Jersey Society of Certified Public Accountants (NJCPA) represents more than 15,000 CPAs and aspiring CPAs. Below you will find guidance and information to help you manage your day-to-day finances, minimize your taxes and meet your long-term financial goals.

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Budgeting, Saving and Investing

Picking the Best Mortgage for You
 

Picking the Best Mortgage for You

Posted: April 4, 2018
Whether you’re hoping to buy your first home, move to a bigger house for a growing family or downsize when your kids move out, your mortgage will be a critical factor in achieving your goal. Here are questions to ask to evaluate your mortgage options.

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Tax Tips

Tax Reform: Five Things to Know
 

Tax Reform: Five Things to Know

Posted: April 4, 2018
How does the new tax law affect you? When Congress passed the Tax Cuts and Jobs Act in December, it included significant changes to existing tax law. Now that you’re finishing up your 2017 tax return, it’s a good time to consider what the new legislation will mean to you.

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College Planning

Do
 

Do's and Don'ts for Handling College Tuition

Posted: September 15, 2017
It’s especially important to take advantage of every opportunity available to reduce higher education costs. Here are some tips on keeping your expenses down.

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Retirement Planning

Planning Ahead with IRAs
 

Planning Ahead with IRAs

Posted: March 2, 2018
The new tax law that passed at the end of 2017 contains significant changes for many taxpayers, but most rules for retirement accounts were generally unaffected by the legislation. Here’s a review of what’s new, what’s not, and how to make the most of your choices.

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Estate Planning and Eldercare

Living Together over 50
 

Living Together over 50

Posted: March 2, 2018
An increasing number of people over 50 are deciding to cohabit with a partner rather than get married. Here is some advice on the financial-related issues for older couples starting a new chapter together.

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Small Businesses


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