Add More Value Than Just Accounting, As Your Clients Trusted Advisor
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
A New Road Map for CPAs Professional Conduct When Providing PFP Services
The PFP Executive Committee issued a statement to provide guidance to members and help them uphold the highest levels of integrity, professionalism, objectivity, and competence.
Published on February 28, 2014
Key Planning Considerations for Cash Flow in Retirement
Assuring sufficient cash flow during retirement is a critical planning consideration. This column addresses various factors that affect cash flow for retirees in the current economic climate.
Published on July 23, 2013
Tax and Financial Planning in 2012 Betting on the House
This column reminds advisers of those tips that may be beneficial regardless of what tax changes are put in place in 2013.
Published on November 30, 2012
Sea-Change Planning for Same-Sex Married Couples and the DOMA Decision
This column provides practitioners with an overview of the impact of the recent decision striking down a key provision in the Defense of Marriage Act ; a preliminary checklist of areas to be addressed with same-sex clients; and a discussion of the issues involved.
Published on August 31, 2013
Assisting the Newly Widow[er]ed
This article discusses ways to aid clients who have suffered the loss of a spouse or other close loved one.
Published on March 18, 2013
Background and Methods of Integrative Tax Practice
CPAs must assess the methods, skills, and tools needed for family practice to better integrate clients’ most important personal finance concerns.
Published on March 13, 2013
New Brackets, Net Investment Income Tax Expand Scope of Tax Planning
Virtually every financial decision for higher-income taxpayers now needs to be analyzed through the lens of the regular income tax, the alternative minimum tax, the net investment income tax, and new additional brackets.
Published on December 02, 2013
The Proposed Statement on Standards in Personal Financial Planning What Does It Mean for You
To adapt to this rapidly evolving area of practice, the AICPA released this spring an exposure draft of the Proposed Statement on Standards in Personal Financial Planning Practice.
Published on June 11, 2013
What Can One Line Do for You
One area where many CPA practitioners can consider offering expanded services is in personal financial planning.
Published on September 28, 2012