Retirement and Financial Planning Articles

Defining Benefits: Are 412(e)(3) Plans Good for Small Businesses?: California CPA magazine: October 2008 A major goal of the 2001 Economic Growth and Tax Relief Reconciliation Act (EGTRRA) was to encourage the establishment of small-business retirement plans. Since then, as an incentive to small-business...
The New 401(k): California CPA magazine: November 2007 Popularity Rising: Cash Balance Plans Can Help Reduce Taxes, Increase Savings By Dan Kravitz An increasing number of highly compensated individuals are finding that their contributions to 401(k) and profit...
Appraisal Adjustment: The Pension Protection Act provides new language for appraisals, appraisers and valuation. Learn how these guidelines may affect your practice.
Annuity Structure: Private annuity transactions can help clients cash out, defer gains.
Rules of Disengagement: Breaking up is hard to do, but CPAs can make it a little easier. A deeper understanding of divorce taxation allows CPAs to provide a real service to their divorcing clients.
Helping Clients Find Elder Law Counsel: As a trusted adviser, here's what you need to know when referring clients to an elder care attorney.
Lowering Capital Gains on Real Estate Sales: Planning strategies to sell real estate at lower tong-term capital gain rates.
Elder Abuse: ‘FAST’ Help: As Americas population grays, the risk of financial elder abuse rises. Learn about Financial Abuse Specialist Teams, a valuable, but often untapped, resource for CPAs.
PFP: What it Takes: The time has never been better to be a personal financial planner, but do you have what it takes? Credentials and time commitment are just two considerations.
Ensuring Care: As America's population ages at a staggering pace, CPAs have an opportunity to advise clients on selecting long-term care insurance.

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