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    Add More Value Than Just Accounting, As Your Clients Trusted Advisor

    Article Most, if not all, of your clients have or at some point will need a money manager. You are one of your client’s most trusted advisors and, from time to time, they may ask you for an introduction to a money manager. Therefore, it is important to know what questions
    Published on January 28, 2011

    Help Your Clients Gamble to Win

    Article With the Standard & Poor’s 500 Index (S&P) dropping over 11 percent in the second quarter of this year, many investors are still fearful of the stock market. Consequently households, businesses and hedge funds continue to hoard cash at record levels. In exchange for this flight to safety, investors must
    Published on January 28, 2011

    AICPA News Update - February 3, 2012

    Article In this issue: Celebrating 25 Years of the PFS Credential, Free Webinars and Resources, Chartered Global Management Accountant Launched January 31 at International Event
    Published on March 09, 2012

    Certified Public Accountants, the Preferred Financial Planner

    Article The time has come to take stock of the options that Certified Public Accountants (CPAs) have for their clients’ financial planning needs. Whether it is incorporating a financial-planning practice in a firm, partnering with a CPA financial planner or referring business to a CPA financial planner, never has there been
    Published on January 28, 2011

    The Funding Dilemma Retirement or College

    Article ...Editor: Michael David Schulman, CPA/PFS At a recent meeting, a client wanted to talk about paying for his child’s college costs for the upcoming spring semester. When asked if he had any retirement...
    Published on July 13, 2010

    Reminder Support Your Auto Expense

    Article ...Editor: Michael D. Koppel, CPA, PFS Auto expenses are a very common deduction for business owners and employees who must travel. Often the taxpayer does not know the exact amounts necessary to calculate the proper...
    Published on May 03, 2010

    Guiding Clients Through the Transfer-for-Value Maze

    Article ...Editor: Michael David Schulman, CPA/PFS One of the most attractive aspects of life insurance as an estate and financial planning tool is the tax treatment of the death proceeds. Generally, the proceeds of a...
    Published on May 12, 2010

    California Combined Report Includes Unitary Insurance Subsidiary

    Article The California State Board of Equalization ruled that a taxpayer's combined report should include a wholly owned unitary insurance subsidiary.
    Published on May 03, 2010

    Ponzi Schemes The Implications for Defrauded Investors

    Article The losses incurred in a Ponzi scheme may be deductible as theft loss under Sec. 165(a) as an ordinary deduction in the year the loss was discovered, with certain limitations. A taxpayer cannot deduct losses as long as there is a possibility of recovery and litigation is ongoing.
    Published on January 28, 2011

    Certain Debt Obligations Not Subject to AHYDO Restrictions

    Article As a result of the recent deteriorating market conditions for debt obligations, the IRS has indicated that it will not regard specific debt obligations as applicable high-yield discount obligations (AHYDO) for purposes of Secs. 163(e)(5) and 163(i).
    Published on May 03, 2010

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