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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

    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

    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

    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

    Unreported Offshore Accounts A Hidden Danger for Clients

    Article Criminal penalties for not reporting offshore accounts can be harsh. This item provides action steps for CPAs.
    Published on August 24, 2012

    Net Operating Loss and Unrealized Investment Gain Tax Provision Benefit

    Article This item reviews an anomalous situation that occurs in some cases under ASC ¶740-20-45-7 for entities generating NOLs with an investment portfolio.
    Published on August 24, 2012

    Tax and Financial Planning in 2012 Betting on the House

    Article 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

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