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.…
In Brief Any family business, however successful, will reach a day when ownership must change hands. A plan of succession for ownership of business interests…
ICYMI | The Future of Accounting Is Now
Financial Performance Is Linked to Sustainable Growth
A growing body of research indicates that the language people speak could shape the way they think. Might the same be true when it comes…
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…
ICYMI—Financial Planning Using Qualified Opportunity Zones
The Integration of Estate Tax and Income Tax Planning Is Now Complete
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…
Financial Planning Using Qualified Opportunity Zones
The Integration of Estate Tax and Income Tax Planning Is Now Complete
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…
Getting Older Without Family
Addressing Personal, Legal, and Financial Concerns
The American Association of Retired Persons (AARP) projects that by 2030, approximately 16% of women will be between 80 and 84 years old and childless…
The Future of Accounting Is Now
Financial Performance Is Linked to Sustainable Growth
A growing body of research indicates that the language people speak could shape the way they think. Might the same be true when it comes…
Medicaid Qualifying Strategies When There Is No Time to Plan
How a Financial Planner Can Intervene in a Crisis
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.…
In Brief Being diagnosed with a terminal illness is a profoundly emotional event that also raises many important financial questions. Financial planners can help provide…
I read with interest the November 2017 article issue, “Helping Business Owners Understand Valuation Approaches” (Sidney Kess and Edward Mendlowitz, http://bit.ly/2BmvfQv). I congratulate the authors on…
Personal Disaster Recovery Plans
Helping Individuals when Tragedy Occurs
Fire, flood, or sudden departure of key personnel can all wreak havoc on a business, and CPAs routinely advise business clients to prepare disaster recovery…