Financial Statement Preparation

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Financial Statement Preparation

Our team approach allows us to help our clients to provide the necessary financial reports, including:

  • Audits
  • Reviews
  • Compilations
  • Agreed-Upon Procedures
  • Special Purpose Reports

Blog

May 15, 2026Cga

The Importance of Beneficiary Reviews

IRAs are different from other assets. Company plan assets and insurance policies also are governed by different rules, and they must be considered separately from other assets. They generally pass by contract, and not under the provisions of your will. The beneficiary form usually supersedes other documents, so planning and administering these documents are key, especially when the majority of your assets are held in these accounts. These forms should be reviewed annually, and designations should be confirmed with all custodians to make sure their records correctly represent your wishes. Mistakes with beneficiary forms can be key in administering your estate, and your loved ones may suffer severe consequences if these forms are not in order upon your death. Many times, disasters have arisen when beneficiary forms have not been updated for critical lifetime events, such as marriage and divorce.

May 15, 2026Cga

Understanding Trump Accounts

NYCPA Personal Financial Planning Presentation on Monday 05-18-2026 from 9:00 am to 9:50 am

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