Financial Planning Services
Posted: May 2, 2017
A review of strategies to maximize the tax benefits from charitable giving should be a fundamental part of year-end tax planning for taxpayers and their advisors.
Posted: April 12, 2017
The retirement most Americans now envision is one of financial sacrifice, as the golden years run the risk of being tarnished without better planning.
Posted: February 13, 2017
Three-in-four retirement age divorcees need a better understanding of how to manage their personal finances, according to a new survey of CPA financial planners.
Posted: January 11, 2017
The spread and increasing use of non-GAAP information represents a significant shift in how information is communicated to shareholders, CPA practitioners and investors. Here’s how to navigate non-GAAP information carefully.
Posted: December 8, 2016
Wealth advisers have specialized tools that help high net worth clients work toward their financial objectives. One such specialized tool is private placement life insurance (PPLI) — an offering that blends risk management and professional asset management.
Posted: December 6, 2016
In matrimonial proceedings or in chancery court litigation involving closely held businesses, courts have the inherent equitable power to appoint an accountant or other financial professional as a special fiscal agent (SFA) to act with respect to the financial affairs of the business.
Posted: November 29, 2016
Divorce is tough on everyone involved, regardless of the circumstances. Whether valuation specialists are working with A-listers like Brad Pitt and Angelina Jolie or the high-powered owner of a local business, these best practices apply.
Posted: November 7, 2016
Lawyers set up charitable remainder trusts for high net worth taxpayers, largely because they allow a grantor to engage in charitable giving while taking advantage of income, gift and estate tax benefits. When a CRT is set up by a married couple, however, the outcome can be less certain.
Posted: October 3, 2016
Know the details of these plans to help clients make the best decision.
Posted: September 16, 2016
In New Jersey, there are four official ways to get divorced: litigation, arbitration, mediation or, the newest vehicle, collaboration. The collaborative process identifies the specific goals and interests of both parties and aims to find a happy medium through open communication and a pledge to not go to court.
Posted: September 1, 2016
In April, a new investment rule was passed that requires brokers to act in the best interests of their clients in regard to retirement accounts. This new fiduciary standard will force brokers to start doing what’s best for clients instead of looking out for themselves.
Posted: August 9, 2016
You might have noticed the “graying” of your clients and thought “how can I, as a CPA and trusted adviser, provide services that meet their changing needs? What are the practice considerations surrounding those services?”