When a QCD Check Goes Uncashed: Lessons for Planners and Clients
In late 2024, a 74-year-old client directed a $10,000 qualified charitable distribution (QCD) from his IRA. The custodian issued the check payable to the charity, but the check was never cashed. By mid-2025, the custodian canceled the check and returned the funds to the IRA. Here’s the problem: because the check was never cashed, no […]
Paraklete Financial, Inc. Expands Operations to Gloucester, Virginia
Gloucester, VA – January 7, 2025 – Paraklete Financial, Inc., a nationally recognized fee-for-service CPA financial planning firm, is pleased to announce its expansion into Gloucester, Virginia. This strategic move underscores Paraklete Financial’s commitment to bringing holistic personal financial planning services to clients across the United States. Mitchell Kent, CPA/PFS, will lead the Gloucester office, […]
Unlock Your Potential: Building a Fee-for-Service Personal Financial Planning Practice Course – January Edition
Are you a CPA looking to elevate your practice or perhaps seeking to transition into the field of personal financial planning? This October, we’re thrilled to offer an exclusive course designed just for you: Building a Fee-for-Service Personal Financial Planning Practice. Whether you’re a seasoned personal financial planner or a newcomer, this course is tailored […]
Paraklete®Financial Hosts Annual Summit
Paraklete® Financial, Inc. recently hosted its 2024 Annual Summit October 16 -19 at Hotel Indigo in Atlanta/Vinings, Georgia. The event brought together Paraklete CPA financial planners from around the country for three days of advanced estate planning, thought-provoking discussions, and opportunities for collaboration. The Summit featured presentations by industry leaders Jere Doyle, Senior VP and […]
PFS Live Comes to San Diego, CA
San Diego, CA— November 21, 2024 As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to San Diego, CA, with PFSLive! Tom Tillery is a […]
Join Paraklete Financial, Inc. – Revolutionizing Personal Financial Planning
At Paraklete Financial, we’re changing the way personal financial planning is delivered. Our firm is growing rapidly, and we’re looking for individuals who value integrity, objectivity, transparency, and excellence in their work—qualities that are more important than ever in today’s world. As CPAs, we understand that clients rely on us as their trusted advisers. At […]
Medicare Open Enrollment: What You Need to Know
Medicare Open Enrollment begins on October 15, marking a critical period for anyone currently enrolled in Medicare or about to enroll. During this time, individuals have the opportunity to review their Medicare coverage and make changes that better suit their needs. But what exactly is Medicare Open Enrollment, and what should you be aware of […]
UGA Terry College of Business Alumni Newsletter features donor spotlight on Susan Tillery, President & CEO of Paraklete Financial Inc.
We are excited to share the October 2024, UGA Terry College of Business Alumni Newsletter which features a special donor spotlight on Susan Tillery, President & CEO of Paraklete Financial Inc. Susan Tillery (BBA ’80) dreamed of one day joining the FBI. But everything changed when she took her first UGA tax course, recalling the advice her father […]
Paraklete Financial Expands to Boca Raton with New Office and Leadership by Matthew Blumberg
Paraklete Financial is pleased to announce the grand opening of its newest office in Boca Raton, Florida. This expansion marks a pivotal moment for the firm as it continues to grow its presence in the region. The Boca Raton office will be under the leadership of Matthew Blumberg, CPA/PFS, a distinguished professional in the high […]
Unlock Your Potential: Building a Fee-for-Service Personal Financial Planning Practice Course – October Edition
Are you a CPA looking to elevate your practice or perhaps seeking to transition into the field of personal financial planning? This October, we’re thrilled to offer an exclusive course designed just for you: Building a Fee-for-Service Personal Financial Planning Practice. Whether you’re a seasoned personal financial planner or a newcomer, this course is tailored […]
