This month, discover the tax benefits of a 401k and health savings account and learn how to balance contributions between the two. Additionally, unravel the history of the federal income tax and find out when you should file the FAFSA for student aid.
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Quarterly Market Review | Q3 2019
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.
Read more1031 Exchange or Qualified Opportunity Fund?
Written by: Marty McNamara, CPA/PFS, CFP®
Real estate investors have long benefitted from the ability to defer income taxes on the sale of investment property via a 1031 like-kind exchange. Recent tax laws enacted under the Tax Cuts and Jobs Act of 2017, have given real estate investors another alternative to consider when it comes to deferring income taxes on the […]
Read moreHow to Find the Right Financial Advisor for Your Clients
Written by: Patrick Chu, CPA/PFS, CFP®
Entrusting your client’s financial matters to another professional is a difficult task. Deciphering between business models, fee structures and services is enough to make you want to pass the responsibility on to someone else. But as CPAs, we’re protective of our clients, and want to help them when opportunities arise. Here are some key issues […]
Read moreThe CPA Financial Planner Newsletter | September 2019
This month, learn 5 questions to ask yourself before investing in real estate and identify 4 ways to teach your children the importance of financial literacy. In addition, learn several reasons why a millennial may need life insurance and take-away key retirement lessons from today’s retirees.
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