Personal Financial Planning

Personal Financial Planning 58 matching content results

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Here are three reasons why you should encourage your clients to have one today.
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Improper planning can inadvertently land CPAs in the middle of a family feud.
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Why HIPAA (Health Insurance Portability and Accountability Act) is so important to CPAs and what you need to know about disclosing client medical data today.
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Helping your clients instill solid philanthropic values in their children and grandchildren.
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Charitable lead trusts can offer your clients dependable vehicles for supporting their favorite charities, preserving intergenerational wealth and accumulating significant tax advantages.
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The new tax on net investment income takes effect Jan. 1.
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Key reasons why your clients should not.
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The incredible growth power of the multigenerational (“Stretch QRP”), the non-spousal beneficiary’s ability to choose “rollover” and the mathematics that drive the stretch revealed.
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Errors in pricing may result in substantial increases in monthly fees residents pay to their Continuing Care Retirement Community (CCRC). How CPAs can lessen the risk.
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Helping your clients find the perfect fit.
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