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Julie Welch, CPA, PFS, CFP

Home /Julie Welch, CPA, PFS, CFP
Featured

Deposit Insurance Offers a Safe Haven

By  Sidney Kess, JD, LLM, CPA and Julie Welch, CPA, PFS, CFP

June 2020 0

Good times or bad, it is vital for investors to hold cash reserves. Federal deposit insurance provides an extra layer of comfort, so it is…

Featured

Tactics for Stretching Retirement Assets under the SECURE Act

By  Sidney Kess, JD, LLM, CPA and Julie Welch, CPA, PFS, CFP

April 2020 0

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law by President Trump on December 20, 2019, as part of funding legislation…

Featured

Financial Planning Focus on Dividends

By  Sidney Kess, JD, LLM, CPA and Julie Welch, CPA, PFS, CFP

February 2020 0

With stocks at or near record levels, prudent financial planning might call for taking defensive measures. One strategy could be to focus on dividend-paying stocks.…

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Our Latest Content

  • ICYMI | Implementing CECL During the Pandemic June 2022
  • ICYMI | The State of the Profession June 2022
  • ICYMI | Exploring the Gender Gap June 2022
  • CPAJ News Briefs: FASB, GASB, PCAOB June 2022
  • Tax & Accounting Update June 2022












About The CPA Journal

The CPA Journal is a publication of the New York State Society of CPAs, and is internationally recognized as an outstanding, technical-refereed publication for accounting practitioners, educators, and other financial professionals all over the globe. Edited by CPAs for CPAs, it aims to provide accounting and other financial professionals with the information and analysis they need to succeed in today’s business environment.

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