What do planners and accountants expect from each other?

Posted Leave a commentPosted in Financial Planning, Uncategorized

This topic is important to me as I revisit the issue of finding referral partners to trade tax and auditing work for planning work. Article abstract from “The Planner Connection”: One surprising finding in a survey of CPAs across the country was that advisers have several common misconceptions about CPAs that may create unnecessary problems or […]

Finances in the Older Patient With Cognitive Impairment, February 16, 2011, Widera et al. 305 (7): 698 — JAMA

Posted Leave a commentPosted in Financial Planning, Health and wellness

Here is another report, this one from the Journal of the American Medical Association (JAMA), that physicians are primary contacts in financial decision-making of cognitively impaired patients; presumably those who have not made adequate prior arrangements with a trusted financial adviser. Research of families with special needs children reported the same conclusion. Physicians are too often the […]

Issuer requirements for equity crowdfunding

Posted 1 CommentPosted in Financial Planning

Companies planning an equity crowdfunding offer must make a filing with the SEC and provide to potential and existing investors and the intermediary: the name, legal status, physical address, and website address of the issuer; the names of the directors and officers and any persons occupying a similar status or performing a similar function, and each […]

New tax law limiting out-of-pocket medical expense deduction makes new planning strategies necessary

Posted Leave a commentPosted in Employee Benefits, Financial Planning

Beginning next year, tax deductions for out-of-pocket medical expenses will become more difficult than ever before for individuals. The current limit allows a deduction for expenses exceeding 7.5% of income. The new threshold for 2013 is 10% of income. Fewer individuals will qualify and those that do will find more of their expenses will be not […]