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Financial Planning

Home /Financial Planning
November/December 2022

Why CPAs Misfire in Personal Financial Planning

By  Edward Moyzes, MAcc, CLU, CFP and Chris Hall, CLU, RICP, CFP

February 2023 0

When CPAs look to expand their services to incorporate personal financial planning, they often find a new set of challenges. The following are some of…

September/October 2022

Tax Implications of Owning a Second Home for a Child in College

By  Alan Stancill, PhD, CPA, MAcc

December 2022 0

Housing is only one of the many costs of sending a child to college, but it is also an area that presents parents with numerous…

September/October 2022

The CPA’s Role In Protecting Aging or Incapacitated Individuals

By  Martin Shenkman, JD, CPA/PFS, AEP

November 2022 0

The U.S. population is aging, and CPAs should consider this fact in determining which services they can offer and how they will adapt their practices…

September/October 2022

SSDI and SSI—Government Programs to Help the Disabled

What CPAs Need to Know to Answer Pressing Questions

By  Sidney Kess, JD, LLM, CPA and Aaron Moss, JD

November 2022 0

The U.S. federal government has a wide range of programs to help those in need, including health insurance for seniors (Medicare), discounted phone and Internet…

Featured

Transitioning to the Updated Required Minimum Distribution Tables in 2022

By  David M. Barral, CPA/PFS, CFP

December 2021 0

The rules for required minimum distributions (RMD) can be challenging to navigate. New regulations that update the life expectancy tables to be used add another…

Featured

An Unconventional Tax Saving Strategy for Parents of College Students

Part 2—Lifetime Learning Credit

By  Clement Chen, PhD, CPA, Keith T. Jones, PhD, CPA, Zhaochu Li, PhD and Iryna P. Lytvynenko

November 2021 0

In Brief The Lifetime Learning Credit (LLC) and the American Opportunity Credit (AOC) offer significant tax savings for education expenses. This second article in a…

Featured

An Unconventional Tax Saving Strategy for Parents of College Students

Part 1–American Opportunity Credit

By  Clement Chen, PhD, CPA, Keith T. Jones, PhD, CPA, Zhaochu Li, PhD and Iryna P. Lytvynenko

November 2021 0

In Brief The American Opportunity Credit (AOC) and the Lifetime Learning Credit (LLC) have been topics of discussion for their utility in helping to fund…

Featured

ICYMI | The Secure Act Ushers in Sweeping Retirement Plan Changes

Greater Incentives and Flexibility for Employers and Employees

By  Gregory L. Prescott, DBA, CPA, James R. Hardin, PhD, CPA and James C. Rich, DBA, CPA

September 2021 0

The Setting Every Community Up for Retirement Enhancement (Secure) Act was signed into law on December 20, 2019, with little fanfare. However, the Secure Act…

Featured

ICYMI | What to Do About Estate Planning Now

Contemplating the Impact of Proposed Legislation

By  Martin Shenkman, JD, CPA/PFS, AEP

July 2021 0

The past year was a wild one for estate planning, as high-net-worth individuals raced to complete planning before the end of the year, not knowing…

Featured

The Secure Act Ushers in Sweeping Retirement Plan Changes

Greater Incentives and Flexibility for Employers and Employees

By  Gregory L. Prescott, DBA, CPA, James R. Hardin, PhD, CPA and James C. Rich, DBA, CPA

June 2021 0

The Setting Every Community Up for Retirement Enhancement (Secure) Act was signed into law on December 20, 2019, with little fanfare. However, the Secure Act…

Featured

What to Do About Estate Planning Now

Contemplating the Impact of Proposed Legislation

By  Martin Shenkman, JD, CPA/PFS, AEP

June 2021 0

The past year was a wild one for estate planning, as high-net-worth individuals raced to complete planning before the end of the year, not knowing…

Featured

Untangling the Inherited IRA Rules, Part II

COVID-19 and Other Updates

By  Richard L. Russell Jr., JD, CPA, Richard L. Russell, JD, CPA and Sheri L. Betzer, CPA, CFE

April 2021 0

In Brief Retirement has always required difficult choices and prudent planning. A myriad of regulatory changes and emergency legislation passed to address the coronavirus (COVID-19)…

Featured

Life Insurance Planning in 2021

By  Lee Slavutin, MD, CLU, AEP

April 2021 0

Time-sensitive circumstances make estate and insurance planning in 2021 an important consideration. The three major factors that will influence planning in the coming months are…

Featured

Navigating the Public Service Loan Forgiveness Program

By  Keith Donnelly, JD, CPA (inactive)

June 2020 0

In Brief In an attempt to alleviate the burden of student debt on U.S. borrowers, the federal government offers a Public Service Loan Forgiveness program,…

Featured

Estate Tax Advice Today

The Impact of Coronavirus, the CARES Act, Low Interest Rates, and Market Declines

By  Martin Shenkman, JD, CPA/PFS, AEP and Jonathan G. Blattmachr, JD

June 2020 0

In Brief The COVID-19 pandemic has put the economy in a precarious state, but certain effects of the downturn, such as historically low interest rates…

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Our Latest Content

  • Reassessing the Erroneous Refund Penalty March 2023
  • Keynote Session March 2023
  • Ensuring Integrity March 2023
  • ICYMI | Enhancing Employee Resilience March 2023
  • ICYMI | Adding Age (A) to DEI Is a Good IDEA March 2023












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