Filing an appeal for a reduction in real estate taxes can be a daunting task if you are not familiar with the processes involved. New Jersey Society of CPAs member William McGovern, CPA, offers tips on navigating the murky waters and taking the first steps.

Filing an appeal for a reduction in real estate taxes can be a daunting task if you are not familiar with the processes involved. New Jersey Society of CPAs member William McGovern, CPA, offers tips on navigating the murky waters and taking the first steps.

Tax season is in full swing, and many taxpayers are anxious to cash in on their refunds as soon as possible. Some may even consider accelerating the process with a refund anticipation loan. Hear from New Jersey Society of CPAs member Rosemary Ervin, CPA, on why these loans should be approached with great caution.

One out of every 26 American families include at least one special needs child, and their financial planning is especially complex. In this month’s podcast, Michael Steiner, CPA, CFP, sheds light on the details of a sound financial plan for these families.

In October, the Social Security Administration announced that there will be no cost-of-living adjustment (COLA) for Social Security beneficiaries in 2011. What can distressed retirees do to maximize or compensate for stagnant Social Security checks? A New Jersey CPA shares his insights in the latest NJSCPA financial literacy podcast.

What are the most common bank fees assessed to customers and can they be avoided? This month’s podcast, Battling Bank Fees, features a wealth of personal banking advice from NJSCPA member Noah Rosenfarb, CPA, ABV, PFS, CDFA.

Financial products have the potential to be downright confusing, even to the most well-informed investor. New Jersey Society of CPAs member Michael Steiner, CPA, CFP, offers advice and sheds light on annuities as a viable investment option.

Which charitable organizations are most worthy of your donation - and are they legitimate? New Jersey Society of CPAs member Thomas Angelo, CPA, discusses charitable giving, from organizational research to tax implications.

2010 is a pivotal year for Roth IRA conversions - but is it right for you? New Jersey Society of CPAs member Rosemary Ervin, CPA, offers advice on conversion eligibility and answers to commonly asked questions about this hot topic.

Frank Abagnale is one of the world's most respected authorities on forgery, embezzlement and secure documents. The motion picture, Catch Me If You Can, was based on his life as a young man. Frank's Abagnale's keynote audio presentation is available for download. Listen to him talk about what really happened. His current views on the subject are surprising.

Common wisdom holds that in the long-term, it's always better to buy a home than to rent. However, given the changes in how people work and live in the last 20 years, it's not obvious that buying is necessarily better than renting. A New Jersey CPA shares his insights in the latest NJSCPA financial literacy podcast.

When most high school students start looking at colleges, they think about what the college offers in terms of academics and extracurriculars. But when the financial aid packages from schools come in the mail this spring, the final decision will likely be made with dollars and cents in mind. A New Jersey CPA and financial aid expert tells you how to get the best possible aid package from your dream school in the latest NJSCPA financial literacy podcast.

While almost no one would disagree about the importance of talking to their aging parents or other family members about money, anecdotal evidence suggests that there is a big disconnect between thinking that something is a good idea and actually doing it. Hear from a member of the New Jersey Society of CPAs about how to handle this uncomfortable, yet essential, discussion.

How many times have you asked yourself, "Have I got EVERYTHING to do my taxes?" Probably too many times. While the tax laws may change from year to year, the basic information you need to do your return or take to your tax preparer doesn't change that much from year to year. This podcast featuring a member of the New Jersey Society of CPAs will discuss all the data you might need and what you should do with it.