Financial planning

CPA financial planners are noticing scams perpetrated against their elderly clients, according to a new survey by the American Institute of CPAs.

The law to boost retirement planning has tax consequences.

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?”

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.

Your clients’ complex financial lives offer major opportunities.

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.

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.

They call themselves the Patriotic Millionaires, and they say with straight faces it’s time the ultra-affluent kick in more to Uncle Sam.

Here’s a look at the most significant decade for the fastest-growing giving vehicle.

The world’s second-richest person said he wants his fellow billionaires to pay much higher taxes.

Teach clients to avoid the end-of-the-year rush to make the most of their donations.

Everyone benefits from a well-thought-out plan, including staff and clients.

As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.

In volatile markets, client education and constant communication are ke

Two Volunteers of the Year and 15 CFFs and ABVs were highlighted for their achievements during the 2019 AICPA Forensic and Valuation Services Conference in Las Vegas.

Guiding clients into and through retirement.

A drop in the number of job openings and in corporate optimism helped drive the AICPA’s Q3 2019 Personal Financial Satisfaction Index down slightly in the third quarter, but it remains near an all-time high.

Pulling back the curtain in the land of OZ, and other gain deferral strategies to consider.

Firms need to focus on actively encouraging client referrals.