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May 2017

In this Issue

This month marks our annual focus on personal financial planning. This issue builds upon the NYSSCPA's financial planner workshop held this past winter. One of the major themes to come out of that conference was the difficulties planners face given the uncertainties in the current tax regime and economic environment in the wake of the national elections. As a result of present circumstances, the editors gravitated towards approaches that did not narrowly focus on building wealth or minimizing taxes. Instead, the featured articles this month share the common theme of how CPAs can provide financial peace of mind to individuals (and their families) facing physical or mental obstacles—especially those who become unexpectedly incapacitated or suffer from a chronic illness.

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