Pennsylvania CPA Journal

Fall 2015

Fall Journal Cover picture

Read It Your Way

Feature Articles

Update - Unforeseen Curve Hits Social Security Planning

The Bipartisan Budget Act of 2015 has changed the planning landscape for Social Security benefits. There now are fewer planning strategies to consider or employ, but significant planning is still required to assist clients in making a decision about claiming Social Security benefits.


Columns

Beyond the Copy

Using Client Tax Returns for Financial Planning


Laurie A. Siebert, CPA, CFP, delves into her fall 2015 Pennsylvania CPA Journal Personal Financial Planning column.

Beyond the Copy

When Should Clients Claim Social Security?


Alan M. Schapire, CPA, PFS, CFP, discusses his fall 2015 Pennsylvania CPA Journal cover story.

Listen In

Finding the Corrupt

Listen to Steve Blum discuss his Fall 2015 feature.

Get Your Info on the Go

Listen to the fall 2015 Pennsylvania CPA Journal Practice Succession Planning column on internal succession.

Member Recognitions

The following are the appointments, elections, awards, designations, and company updates that occurred in fall of 2015. View recognitions >