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 […]
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 […]
New Proposal from SEC and FinCEN Calls for Investment Advisers to Identify Customers: Implications for Personal Financial Planning
In a significant move to bolster financial transparency and combat illicit activities, the U.S. Securities and Exchange Commission (SEC) and the Financial Crimes Enforcement Network (FinCEN) have proposed new regulations requiring investment advisers to identify their customers. This proposal marks a crucial step towards enhancing the integrity of the financial system and ensuring that investment […]
Navigating Roth 401(k) Changes in 2024!
The SECURE 2.0 Act has introduced significant changes to Roth 401(k) plans which directly impacts an individual’s retirement planning strategies. Here’s a breakdown of key updates and how they influence personal financial planning: Key Roth 401(k) Changes Implications for Personal Financial Planning Investment Diversification – Diversify retirement savings across traditional and Roth accounts to balance […]
Risk Management/Employee and Business-Owner Planning
In today’s dynamic business environment, effective risk management is crucial for CPAs. The AICPA-CIMA course on Risk Management provides comprehensive training on identifying, assessing, and mitigating various business risks. Updated and now in its seventh year this course covers key aspects such as operational, financial, compliance, and strategic risks, ensuring that professionals are equipped to […]
PFS Live Comes to Chicago,Illinois
Chicago, Illinois – August 1-2, 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 Chicago, Illinois with PFSLive!. Tom Tillery is a seasoned […]
Emergency and Abuse Exceptions to 401(k) Early Withdrawals
Personal financial planning is not just about managing day-to-day finances; it also includes planning for retirement and preparing for unexpected financial emergencies. The IRS recently released Notice IR-2024-170, offering essential guidance on exceptions to the 10% additional tax on early retirement plan distributions. This guidance provides critical relief options for distributions for personal or family […]
