The number of Americans age 65 and older is projected to double from 2008 to 2031. The surplus of money paid into the system by boomers will allow it to run into the late 2030s, even though it will begin paying out more than it takes in by 2017.
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4 Tips for Effectively Managing a 401(k)
One of the most important things you will advise your clients on will be their 401(k) retirement plan. Learn about some tips and tricks that will help them effectively manage their 401(k).
How to Turn People You Know Into Clients
In our latest blog, learn how to turn people you know into clients.
Are You Ready for Your First IRS Audit?
In our latest blog, find out how to help your clients survie an IRS audit.
The Need to Know About Tax-Deductible Donations
In order to keep tax-deductible donations from being abused, the IRS cracks down hard on the rules and regulations to qualify for a donation deduction.
5 Life Events Clients Should Include in Their Financial Plan
Depending on what stage of life your client is in, some major life events might be hard to think about because they seem far away or maybe they’ve already passed. Either way, make sure you help your clients plan for any of these five life events.
Lump Sums vs. Pension Payout: Which is Best?
As retirement nears for your clients, they might receive the offer to choose between a retirement pension that is paid regularly throughout retirement, or a lump sum paid once.
Limited Liability Corporations and S Corporation: What CPAs Must Know
If your client is starting a new business, it's vital that they know the difference between an S Corporation and a Limited Liability Corporation.
5 Ethical Requirements Accountants Should Keep in Mind
When CPAs demonstrate a lack of self-discipline, it affects businesses, clients, stakeholders and fellow accountants. So what can accountants do to stay on track?