Financial planning

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.

Premium financing can be a powerful tool, but it must be thoughtfully designed, well underwritten and thoroughly understood.

Tax services segue naturally in to wealth management and financial planning services.

Student teams from CFP Board-certified institutions will compete at the 2019 FPA Annual Conference, held Oct. 16-18 in Minneapolis.

A deadline is looming to maximize the stepped-up basis afforded to realized capital gains invested in qualified opportunity zone properties and businesses.

The former president of the New York State Society of CPAs, chairman of the AICPA, and founding partner of Goldstein Golub Kessler, has left his mark on the profession.

Technical expertise is important, but what really matters in financial planning is the relationship.

Record-setting stock market highs are helping fuel personal financial satisfaction for U.S. consumers.

There are two types of issues: ethical and regulatory conflicts, and practice management conflicts.

They’re an eclectic bunch — some of the nation’s most privileged heirs alongside entrepreneurs who have made spectacular fortunes in real estate, finance and Silicon Valley. But collectively they’re united on the need to tax more of the richest Americans’ assets.

The American Institute of CPAs announced that seven CPAs under the age of 40 were recognized for their early contributions to the personal financial planning space.