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New AICPA survey reveals clients’ top retirement fears

  • March 18, 2019

Findings from new research surrounding CPA financial planners found that running out of money remains the top retirement planning concern for clients. Have your members read the full results. They’ll also get practical advice on how a well-thought-out financial plan can ease their clients’ worry. Continue Reading

How the Sec. 199A deduction affects retirement planning

  • February 21, 2019

The Tax Cuts and Jobs Act has created the Sec. 199A deduction, which could affect retirement-planning strategies used by business owners. For example, those who have income that is too high to qualify for the full deduction might want to contribute to retirement accounts to lower taxable income. Continue Reading

How advisers can help Gen Xers with estate planning

  • February 19, 2019

Members of Generation X often feel pressure to support older relatives as well as their own children. Advisers can help in several ways, including developing estate plans and ensuring that any financial assistance clients give family members fits into their broader financial plans. Continue Reading

Recent developments in estate planning: Part 1

  • October 8, 2018

Here is a look at legislative and regulatory developments affecting estate and gift taxes that occurred from June 2017 to May 2018. The article covers the impact of the Tax Cuts and Jobs Act as well as court decisions and IRS actions. Continue Reading