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Tags archive: planning

Home /Tag: planning
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

Family Business Succession Planning Opportunities

By  Savas Saymaz, ChFC and Hugh H. Lambert, CPA/ABV

January 2020 0

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…

Featured

ICYMI | The Future of Accounting Is Now

Financial Performance Is Linked to Sustainable Growth

By  Jeffrey Hales, PhD

August 2019 0

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…

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

Getting Older Without Family

Addressing Personal, Legal, and Financial Concerns

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

July 2018 0

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…

Featured

The Future of Accounting Is Now

Financial Performance Is Linked to Sustainable Growth

By  Jeffrey Hales, PhD

July 2018 0

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…

Feature Articles

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 2018 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.…

Feature Articles

Planning During Terminal Illness

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

May 2018 0

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…

Letters to the Editor

Important Clarifications on Valuation Standards

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

March 2018 0

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…

Analysis

Personal Disaster Recovery Plans

Helping Individuals when Tragedy Occurs

By  Kevin F. Brown, Phd and Kathryn E. Easterday, PhD

May 2016 0

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…

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  • Get Ready for the Future of Auditing March 2023
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  • Detecting ‘Big Bath’ Accounting in the Wake of the COVID-19 Pandemic March 2023
  • The ABCs of Worker (Mis-)Classification March 2023
  • Regulators and Standard Setters: Updates and Panel Discussion March 2023












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