Financial Planning Services
Posted: August 16, 2017
By offering student loan debt counseling as a service, CPAs can help clients and their families better handle their debt.
Posted: August 3, 2017
As an accountant, it is your duty to ensure that your client’s finances are secure from everyone, family included. Here are certain things to remind them on how to keep themselves financially secure, as well as things to look out for.
Posted: July 18, 2017
With tech-savvy Millennials tending to take a self-directed approach with their money, many financial planners are adopting a service model that pairs automation with a human element.
Posted: July 1, 2017
From helping clients navigate the complicated world of eldercare to managing those whose mental or physical capabilities are dwindling, this article outlines what CPAs can do to better serve older clients and their families.
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: 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.