Stop Overpaying the IRS: How CPAs Can Use Qualified Plans to Reshape Their Own Tax Picture
Learn how CPA firm owners can use SEP, SIMPLE, 401(k), and cash balance plans to…
New Year, New Priorities: A 12‑Month Retirement Action Plan for CPA Firm Owners
New Year, New Priorities: A 12‑Month Retirement Action Plan for CPA Firm Owners It’s early…
Advanced Bond Laddering Strategies: Strengthening Retirement Income
Retirement planning is ultimately about building confidence in your long-term financial picture. Markets move, tax…
Part 2: Coordinating Retirement and Succession for Your CPA Practice
Integrating Retirement Planning Across Succession Phases In Part 1, we looked at how retirement planning…
Two Plans, One Future: Coordinating Retirement and Succession for Your CPA Practice
Aligning Retirement Plans with Key Succession Goals Many CPA firm owners are in their 50s…
Year-End Moves for CPA Firm Owners Nearing Retirement
The year is drawing to a close, and if you’re approaching retirement, you could be…
Social Security for CPAs: Why the 2025 Rule Changes Rewrite Old Strategies
In 1983, Congress rewired Social Security to survive another generation. Among other shifts, that law…
Maximizing Tax Efficiency with CPA Retirement Plans
It’s December, and you realize you’ll owe a hefty sum to the IRS. Instead of…
When to Use Private Placement Life Insurance
High income and successful business growth come with a catch: greater exposure to taxes, market…
Private Foundations vs. Donor-Advised Funds: Which Structure Fits Your CPA Legacy?
Over decades of building your CPA practice, you’ve focused on balance sheets and bottom lines.…
What Insurance Policies Should Go In Trusts?
Over your career as a CPA practice owner, you’ve likely built up a variety of…
Does the One Big Beautiful Bill Affect Your CPA Retirement?
Imagine looking up from a busy tax season and discovering that Congress just passed a…
