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    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

    Self-Directed IRAs Advantages, Challenges, and Options

    Article A self-directed IRA is simply an account in which the custodian agrees to allow the taxpayer to exercise greater control over investment decisions.
    Published on May 24, 2010

    Massachusetts Corporate Tax Law Changes Effective in 2009

    Article Massachusetts enacted a law aimed at simplifying the corporate tax structure and raising revenue while cutting corporate tax rates
    Published on May 03, 2010

    Measuring Insolvency Under Sec. 108

    Article While determining if a taxpayer is bankrupt is straightforward, determining whether a taxpayer is insolvent can be tricky.
    Published on November 30, 2012

    A Case for Adding Personal Financial Planning Services to a CPA Practice

    Article This column explores why CPAs make excellent PFPs, why CPAs move into financial planning, how successful CPA/PFPs have made the move, and some of the challenges they face.
    Published on April 29, 2010

    Taxation of Long-Term Care Insurance

    Article Discussing LTC insurance should be a priority for all professional advisers in order to help protect the best interests of their clients and families as they enter the "golden years" of their lives.
    Published on May 03, 2010

    Elections to Direct Credit Card Rebates to Qualified Charities

    Article In a letter ruling, the IRS addressed the common concept of credit card companies allowing their customers to request that their credit card rebates be donated to charity.
    Published on December 01, 2010

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