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How many clients have told you they can’t wait until they’re retired? Suppose you ask them point blank, “What does retirement look like to you?”February 20
PartnerL&H CPAs and Advisors -
Some accountants worry that entering into financial planning services may create conflicts of interest -- and they're right, according to John Napolitano of U.S. Wealth Management, though the specific conflicts may not be what they expect.February 10
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The Financial Accounting Standards Board proposed an accounting standards update Monday to enhance the transparency of how not-for-profit organizations present and disclose contributed non-financial assets.February 10
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Your clients’ complex financial lives offer major opportunities.February 6
Chairman & CEOUS Wealth Management LLC
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The former Treasury Secretary proposed a suite of steps the U.S. government can take to raise trillions of dollars more in revenue from the rich without adopting a wealth tax.January 29
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One way the rich get richer is through inheritance, and they’re barely paying taxes on it.January 28
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The Internal Revenue Service is giving financial institutions a break when it comes to notifying owners of individual retirement accounts about taking their required minimum distributions after a new law increased the age for taking RMDs from 70½ to 72.January 24
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Next time you meet with a client, instead of just making small talk or asking, “How’s the family doing?” take it a step further.January 24
PartnerL&H CPAs and Advisors
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The American Institute of CPAs’ Q4 2019 Personal Financial Satisfaction index (PFSi) has reached a new high for the seventh time in the last ten quarters after plummeting to record lows in the third quarter of last year, thanks to a late 2019 surge in the stock market.January 23
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They call themselves the Patriotic Millionaires, and they say with straight faces it’s time the ultra-affluent kick in more to Uncle Sam.January 17
