Personal Financial Planning

Personal Financial Planning 31 matching content results

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Risky Business
When the kids takeover the family firm.
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Optimizing Tax Strategies in a Challenging Economy
While recent government statistics are indicating that the economy may be getting “less bad,” most economists believe we will experience more financial challenges this year before seeing any real signs of recovery.
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Managing Portfolio and Retirement Benefits
How CPAs can provide calm during turbulent times.
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Middle-Class Millionaire Advisors and 'Aspiring' Advisors
Millionaire Intelligence among investment advisors.
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Multigenerational Trust Planning With Qualified Retirement Plans
The math that drives the stretch.
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The CPA's Role in Trust-Owned Life Insurance
How CPAs can help clients protect their assets and meet fiduciary requirements for this planning vehicle.
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Multigenerational Trust Planning With Qualified Retirement Plans
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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Millionaires, But Middle Class
Who are the hidden affluent today and how they are influencing the market?
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Disclosures of Private Health Information
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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Women and Philanthropy
Are you asking your female clients the right questions? Discussions about philanthropy may deepen your professional relationship. Find out how.
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