AICPA Personal Financial Planning Certificate Program

AICPA Personal Financial Planning Certificate Program The American Institute of CPAs (AICPA) offers a comprehensive Personal Financial Planning Certificate Program designed to equip CPA financial professionals with the knowledge and skills needed to excel in the field of personal financial planning. This program, written by Susan and Tom Tillery, provides valuable resources for the CPA […]

Who Needs to File an Income Tax Return? 

Who Needs to File an Income Tax Return?  Literally, every year since 1986 we have received the question “Do I need to File an Income Tax Return?” Simply stated, the filing of an income tax return is required by both U.S. citizens, permanent residents and entities earning income above specific threshold amounts ($13,850 for 2023) […]

Integrating Personal Financial Planning into the CPA Exam: A Step Forward in Accounting Education

Integrating Personal Financial Planning into the CPA Exam: A Step Forward in Accounting Education The CPA exam is renowned for its comprehensive assessment of accounting knowledge and skills, serving as a benchmark for entry into the accounting profession. In a dynamic financial landscape where individuals face increasingly complex financial decisions, the inclusion of personal financial […]

2023 Individual Income Tax Returns

2023 Individual Income Tax Returns As April 15 approaches, individuals across the country are preparing to file their 2023 income tax returns (Taxpayers living in Maine or Massachusetts have until April 17, 2024, due to the Patriot’s Day and Emancipation Day holidays). If a taxpayer resides in a federally declared disaster area, they also may […]

Corporate Transparency Act: Update

Corporate Transparency Act: Update The Corporate Transparency Act (CTA) represents a significant development in corporate accountability and transparency within the United States and directly impacts personal financial planning. Signed into law on January 1, 2022, as part of the National Defense Authorization Act (NDAA) for Fiscal Year 2022, the CTA aims to combat illicit activities […]

Selecting A Tax Professional

Selecting A Tax Professional As tax laws become increasingly complex and tax-related issues more intricate, many individuals and businesses turn to tax professionals for assistance with their financial affairs. Whether you’re seeking help with tax preparation, planning, or resolving tax-related matters, selecting the right tax professional is crucial. Where do you begin? Identify Your Needs: […]