July 17-19 and 24-26, 2024 (virtual) - Susan M. Tillery, CPA/PFS, AEP (Distinguished), MAcc and Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, two prominent figures in the financial planning industry,…
At a time when the balance between work and family life is increasingly constrained, government and employers are exploring innovative solutions to support working parents. One such solution is the…
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…
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…
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…
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 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,…
“The worst months to invest money in the stock market are October, January, and May. The others are February, June, November, March, August, April, September, July, and December. Mark Twain’s…
Recently, an adviser sent me an email that had an attachment explaining that a named beneficiary was to receive a taxable distribution as a result of the death of the…
“In life,” said he, “these were so squint of mind As in the handling of their wealth to use No moderation – none, in either kind.” —The Comedy of…