Financial Planning Services
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 24, 2016
The Internal Revenue Service has provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan or IRA.
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?”
Posted: July 27, 2016
The above-the-line deduction that teachers can claim for classroom expenditures was recently made permanent, adjusted for inflation and expanded. Here's a look at the new rules and how to take advantage of them.
Posted: July 27, 2016
Ensure your clients and their families are protected in the event of an emergency.
Posted: July 20, 2016
Insurance linked securities (ILS) have been around for more than two decades, but they have only recently become available to some retail investors. This article will serve as an introduction to the ILS asset class and provide a starting point for your due diligence.