Why CPAs Need Long-Term Care Insurance
America is facing a growing health crisis, one largely driven by our own daily habits.…
Protect What You’ve Earned: A CPA’s Roadmap to Asset Security
You open your mailbox one day to find a certified letter waiting for you. As…
Understanding the Ten Year Rule for Inherited IRAs
We are on the cusp of one of the most significant economic shifts in modern…
Are You Overlooking Key Components of Your Financial Plan?
CPAs are great with numbers and assisting clients maximize tax savings for the year. However,…
Family Limited Partnerships vs. Family LLCs: Choosing the Best Structure
As a CPA and owner of an accounting firm, you’ve spent years building your practice…
Digital Estate Planning for CPAs: Securing Your Online Future
As financial professionals, CPAs understand the critical role of estate planning in preserving legacies and…
The Key Sections of Medicare: Essential Knowledge for CPAs
As a CPA, you’ve had a long and stressful career, and it has likely affected…
How to Manage Healthcare Costs via Investing (and Save On Taxes)
The taxman seems to follow us everywhere, right? He taxes our salaries, our properties, our…
The 529 Plan: How to Make the Most of It
Everything seems to be getting more expensive these days: groceries, gas, housing, traveling, credit card…
How to Protect Your CPA Income in Retirement
How long would it take for you to run out of money if you suddenly…
Will Inflation Ruin Your Retirement?
Over the decades of your working and investing career as a CPA, your portfolio has…
Should I Delay Social Security Benefits in 2024?
It’s 2024, the world is changing fast, and, as a CPA, your retirement finances are…
