Apr 4, 2023, 07:01 AM by Danielle Friedman and Herb Fineburg

Advantages of revocable trusts in estate planning for firms that offer it in their portfolio of financial services.

Dec 15, 2022, 07:00 AM by Michael C. DeFillipo, CLU, ChFC

For many owners of closely held businesses, their largest asset – and the one that is perhaps most difficult to value – is their interest in their business. With the current estate tax exemption levels set to sunset at the end of 2025 (if not before), business owners and their CPAs may need to take appropriate steps in the tax and legacy planning process.

Jun 28, 2022, 16:35 PM by Angie M. Stephenson, CPA, PFS, CFP, and Thomas D. Giachetti, JD

Discusses how solicitor agreements can help CPA firms that - due to compliance complexities and independence parameters - chose to work with a wealth adviser on client matters.

May 27, 2021, 06:30 AM by Laurie A. Siebert, CPA, CFP, AEP

Details the travails of personal financial planning for clients in a time of continuing legislative change due to coronavirus.

Mar 1, 2021, 09:46 AM by Elizabeth F. Hassler, CPA, and Angela M. Stephenson, CPA, PFS, CFP

Stresses the value of the CPA and personal financial planner segments of a financial team working together to ensure the best result for a client.

Nov 30, 2020, 08:42 AM by William K. Velekei, CPA, CFP

Now is the time for CPAs to connect with their clients for financial planning before this year’s opportunities are gone. Given the outbreak of the pandemic, subsequent legislative action passed in the CARES Act, labor cutbacks, and volatility in financial markets, the end of 2020 has become a prime moment when you can assist clients and, when possible, take advantage of a favorable planning environment.

Sep 1, 2020, 09:03 AM by Alan M. Schapire, CPA, PFS, CFP

For CPAs who provide personal financial planning services to individuals and families, the first six months of the COVID-19 pandemic have been eye-opening. We have seen lives upended within each and every age group of an extended family: day cares closed, children unable to attend school, jobs furloughed or eliminated, locations of employment temporarily or permanently closed, and family members left isolated during social distancing. So, how do we manage our clients’ financial planning needs when the world is in such turmoil?