Life Events 

    This section explores financial planning, tax considerations and other matters related to particular life milestones.

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    Disaster Recovery Guide Fact Sheet

    Overview Find out more about the guide Disaster Recovery: A Guide to Financial Issues, including the intended purpose and use of the guide. You will be able to counsel others on what to do next once disaster strikes.
    Published on June 05, 2014

    Q&A With Mitch Freedman One CPAs Thoughts on the Development of Disaster Recovery

    FAQ Find out about one CPA's thoughts on the development of Disaster Recovery: A Guide to Financial Issues and the role he sees CPAs filling in the time after a disaster. Mitchell Friedman discusses why CPAs are a vital resource for the public in these situations and the opportunities you have
    Published on June 04, 2014

    Disasters and Financial Planning A Guide for Preparedness

    Guide Learn more about Disasters and Financial Planning: A Guide for Preparedness, including the intended purpose and use of the guide. You will be able to counsel others on what to do to mitigate the financial consequences of a disaster.
    Published on April 23, 2014

    Disaster Preparedness Communications Toolkit

    Toolkit Find out about the communications tools available to publicize your involvement with disaster preparedness efforts in your community.
    Published on July 30, 2013

    Disaster Financial Recovery Resources

    Tools Disasters not only take an emotional toll, they take a financial toll as well. This section will help you regain a sense of financial balance following a disaster by helping you take the required steps to get through the initial hardship as well as what steps to take to begin
    Published on April 02, 2013

    Q&A With Meloni Hallock A CPAs Thoughts Regarding the Role CPAs Play Once Disaster Strikes

    FAQ Meloni Hallock discusses the benefits of the American Red Cross publication Disaster Recovery: A Guide to Financial Issues.
    Published on March 07, 2013

    Getting Divorced

    Overview Access information and resources related to getting a divorce.
    Published on January 15, 2013

    Planning for Business Succession

    Overview Learn more about planning for business succession from a personal financial planning perspective.
    Published on January 15, 2013

    Steps the Public Can Take Before Disaster Strikes

    Checklist Read about the six key steps people can take to prepare for the financial impact of a disaster. This information can be valuable when speaking to your clients, addressing civic groups, or being interviewed by the media.
    Published on November 01, 2012

    Tax Issues for People Affected by Disaster

    Article People who suffer losses from natural or manmade disasters may be eligible for certain tax benefits, including the deduction for casualty losses. Find out what losses may be deducted under the complex casualty loss rules and the documentation needed to support any allowable deduction.
    Published on October 01, 2012

    Disaster Recovery A Guide to Financial Issues

    Guide Access the Disaster Recovery Guide online at the American Red Cross Web site. Also, visit links to a PowerPoint presentation, a fact sheet about Disaster Recovery, and an AICPA press release announcing the publication of Disaster Recovery: A Guide to Financial Issues.
    Published on September 10, 2012

    Disaster Recovery A Guide to Financial Issues PowerPoint Presentation

    Presentation You can use this PowerPoint presentation to educate an audience about the steps they can take to address the immediate recovery issues in the first few days and the following weeks and months after a disaster, and to move forward over the long term.
    Published on September 23, 2010

    Disaster Guide Press Release

    Press Release Read the AICPA press release announcing the publication of Disaster Recovery: A Guide to Financial Issues. The publication is intended to alleviate loss in the aftermath of natural and manmade disasters and raise awareness of the need to be prepared when disaster strikes.
    Published on August 26, 2010

    Divorce Quick Reference Guide

    Guide This guide provides important information regarding divorce related tax matters, including taxation of support, filing status, dependency exemptions, stock redemptions, and more.
    Published on May 26, 2010

    Starting a Family

    Overview This section contains information and resources related to starting a family. Topics covered include financial planning, insurance, child tax credit and more.
    Published on May 07, 2010

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