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Tags archive: financial planning

Home /Tag: financial planning
Featured

ICYMI—Financial Planning Challenges Facing Older Americans

How CPAs Can Help

By  Peter J. Strauss, JD, Louis W. Pierro, JD and Elizabeth Forspan, JD

June 2020 0

In Brief As the number of senior citizens in the United States continues to rise, CPAs and financial planners will be increasingly called upon to…

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

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.…

Featured

Getting Started with Financial Planning

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

August 2019 0

Financial planning services can be a separate service or an add-on to tax or other services. With the Tax Cuts and Jobs Act's (TCJA) simplification…

Featured

ICYMI—Financial Planning Using Qualified Opportunity Zones

The Integration of Estate Tax and Income Tax Planning Is Now Complete

By  Kevin Matz, JD, CPA, LLM

June 2019 0

In Brief The Tax Cuts and Jobs Act of 2017 expanded the federal estate, gift, and generation-skipping transfer tax exemption amounts, dramatically changing the landscape…

Featured

Financial Planning Using Qualified Opportunity Zones

The Integration of Estate Tax and Income Tax Planning Is Now Complete

By  Kevin Matz, JD, CPA, LLM

June 2019 0

In Brief The Tax Cuts and Jobs Act of 2017 expanded the federal estate, gift, and generation-skipping transfer tax exemption amounts, dramatically changing the landscape…

Featured

ICYMI | Medicaid Qualifying Strategies When There Is No Time to Plan

How a Financial Planner Can Intervene in a Crisis

By  Howard Davidoff, JD, LLM, CPA

June 2019 0

In Brief As people age, disability can strike with little to no warning, leaving scant time for individuals and families to craft a financial plan.…

Featured

Financial Planning Challenges Facing Older Americans

How CPAs Can Help

By  Peter J. Strauss, JD, Louis W. Pierro, JD and Elizabeth Forspan, JD

May 2019 0

In Brief As the number of senior citizens in the United States continues to rise, CPAs and financial planners will be increasingly called upon to…

Featured

Evaluating the Financial Planning Services Business Model

Is It the Right Time to Start a Planning Practice?

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

May 2019 0

Financial planning is a generic term for all of the services that CPAs perform that deal with a client's individual wealth. It is also a…

Featured

Financial Planning for Workers in the Gig Economy

By  Sidney Kess, JD, LLM, CPA, James R. Grimaldi, CPA and James A.J. Revels, CPA

September 2018 0

The gig economy is a sector of the workforce in which people do not have long-term employment. Those in the gig economy are contingent workers—freelancers,…

Featured

Essentials of Personal Financial Planning

By  Edward Mendlowitz, CPA/PFS, ABV

December 2017 0

Many CPAs and most tax specialists perform personal financial planning (PFP) services; the AICPA estimates that more than 100,000 of its members perform some form…

Featured

Planning and Tax Considerations for Collectibles

Assisting Hobbyists, Dealers, and Investors

By  Edward Mendlowitz, CPA/PFS, ABV and Sidney Kess, JD, LLM, CPA

November 2017 0

Many individuals have substantial investments in collectibles, such as art, stamps, coins, autographs, books, maps, baseball cards, glassware, antiques, gems, jewelry, or wine. The category…

Why Financial Planning Makes Sense for CPAs Featured

Why Financial Planning Makes Sense for CPAs

By  Stuart Kessler, CPA, PFS

September 2017 0

In contemplating the nuances of why financial planning makes sense for CPAs, I thought of the old story about the ship with the stubborn captain.…

Featured

ICYMI | Paying for Higher Education

By  James R. Grimaldi, CPA, James A.J. Revels, CPA and Sidney Kess, JD, LLM, CPA

September 2017 0

For most students, the price of higher education is steep and getting steeper. Annual increases in the cost of higher education have consistently outpaced the…

Featured

Annual Review Meetings

How to Get Individuals to Act

By  Martin Shenkman, JD, CPA/PFS, AEP and Greg Plechner, CFP, ChFC

September 2017 0

Annual reviews are crucial to all estate and financial plans; it is important for individuals to keep their trusted advisors abreast of any life event…

Featured

Financial Reporting Issues for Preparers

Highlights from the 16th Annual Baruch College Financial Reporting Conference

By  Norman Strauss, Mark LaMonte, Amie Thuener, Robert Uhl, Bob Laux and Allan Cohen

September 2017 0

The panel began with Thuener discussing the complexity of reporting standards from a preparer's point of view. Thuener attributed this complexity, in part, to the…

Featured

How a Birthday Impacts Legal, Financial, and Tax Planning

By  James R. Grimaldi, CPA, James A.J. Revels, CPA and Sidney Kess, JD, LLM, CPA

September 2017 0

Birthdays can be important milestones for legal, financial, and tax purposes. For tax purposes, some rules apply on the date of a birthday, some apply…

Featured

Implementing New Standards for Revenue Recognition, Leases, and Financial Statements

By  Marc Siegel, Norman Strauss, Prabhakar Kalavacherla, Mark LaMonte, Amie Thuener and Scott Taub

August 2017 0

The panel began with a discussion of the new standard for revenue recognition and the process for implementing it. Siegel highlighted some of the more…

Featured

ICYMI | It’s Amazing What CPAs Can Do: Made To Measure

By  Richard H. Kravitz, MBA, CPA

August 2017 0

This article orginally appeared in our July 2016 issue. This issue features our annual coverage of Baruch College's Financial Reporting Conference. Each year, leading regulators,…

Featured

How the CPA Profession Has Evolved

By  Sidney Kess, JD, LLM, CPA

June 2017 0

I started my career with Lybrand, Ross Bros. & Montgomery (LRB&M) in 1952. Back then, life was simpler for CPAs. If you had the credentials,…

Featured

Elder Financial Planning Resources

By  Susan B. Anders, PhD, CPA/CGMA

June 2017 0

According to the U.S. Census Bureau, almost 15% of the U.S. population was 65 or older in 2015 (http://bit.ly/2oEqoBk). The Federal Reserve reports that 20%…

Featured

Financial Planning with Excess Liability Insurance

By  Nicholas C. Lynch, PhD, Charles R. Pryor, PhdD and Zhiqiang Yan, PhD

June 2017 0

In Brief While most individuals probably think their insurance covers them for every conceivable occurrence, many policies have numerous gaps in coverage. Excess liability coverage…

Featured

How to Navigate Municipal Bankruptcy

By  B. Anthony Billings, PhD, Melvin Houston, JD and William H. Volz, JD

May 2017 0

Historically, bankruptcy of governmental units has been rare, but in recent years large municipal units such as Detroit, Mich., Jefferson County, Ala., San Bernardino, Calif.,…

Featured

Why Financial Planning Makes Sense for CPAs

By  Stuart Kessler, CPA, PFS

May 2017 0

In contemplating the nuances of why financial planning makes sense for CPAs, I thought of the old story about the ship with the stubborn captain.…

Humans vs. Robots Featured

Humans versus Robots

Who to Turn to for Investment Advice?

By  Martin E. Levine, CPA, ChFC, CAP and Jesse Mackey

May 2017 0

There is much discussion in the financial planning world about the disruptive impact of technological advances on the industry, particularly the possibility of the “robo-advisor”…

Letters to the Editor

The Rising Cost of Bigger Audits

By  Stanley Goldstein, CPA

April 2016 0

In their article, “Have Audits Become Too Inefficient and Expensive?” (The CPA Journal, February 2016, pp. 18-23), Arthur Radin and Miriam Katowitz have explored an…

Columns

Financial Planning Must Drive Estate Planning Decisions, and CPAs Must Lead the Way

By  Martin Shenkman, JD, CPA/PFS, AEP

April 2016 0

Estate planning continues to evolve in ways that enhance the importance of the CPA's role relative to other advisors and to what it has been…

Featured

Treating Social Security as an Asset Class

By  Edward Mendlowitz, CPA/PFS, ABV and Sidney Kess, JD, LLM, CPA

February 2016 0

Instead of looking at Social Security as a government entitlement that one should start receiving as soon as eligible, one should consider it an investment…

Featured

Helping Individuals Determine Their Investment Goals

Drafting an Investment Policy Statement

By  Edward Mendlowitz, CPA/PFS, ABV and Sidney Kess, JD, LLM, CPA

January 2016 0

Many individuals are vague or unrealistic about their goals and how to achieve them. CPAs can use their “database” of knowledge of their clients and…

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Our Latest Content

  • Adapting to Constant Change March 2023
  • CPAJ News Briefs: FASB, PCAOB, IASB March 2023
  • Critical Audit Matter Reporting March 2023
  • Reassessing the Erroneous Refund Penalty March 2023
  • Keynote Session March 2023












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