Reporting Charitable Gifts
Well it’s that time of year and April 15 is just around the corner. Between March 15 and April 15 clients reach out to us about claiming their previous year’s…
Proposed Anti-Money Laundering Rule Impacting Registered Investment Advisers
As financial regulations continue to evolve, registered investment advisers (RIAs) face potential changes in compliance requirements that could significantly impact their operations. A proposed anti-money laundering (AML) rule, currently under…
401(k) Funds & Emergencies: Strategies and Considerations
Personal financial planning, among other topics, addresses emergencies. Emergencies are an inevitable part of life, often requiring individuals to tap into their financial reserves to cover unexpected expenses. For many…
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…
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…
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…
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…
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,…
The Unbundled Family Office
THE HOUSEHOLD STEWARD REIMAGINED02.08.22 12:00 PM – 1:00 PM ETBNY Mellon Wealth Managementinvites you to attend our monthly Probate & Pumpernickel virtual program.Our February 2022 webinar featuresThomas and Susan Tillery who…
Where to Begin – Personal Financial Ratios Part 2
In our last posting we began a dialogue about personal financial ratios. We used the Second Habit, ‘Begin with the End in Mind’” from Stephen Covey’s book, The Seven Habits…