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May 30, 2024
News & Updates VIEW ALL
Plan Early for Sequence of Returns Risk
May 28, 2024, 05:00 AM
The sequence of returns risk is the phenomenon where the order in which investment returns occur can significantly impact the longevity of a retirement portfolio. Poor investment performance, especially early in retirement, can deplete assets rapidly and jeopardize income throughout retirement. This blog looks at five strategies to mitigate the sequence risk that comes with converting retirement investments to spendable funds.
Embrace the Market’s Volatility and Build Wealth through Adversity
May 20, 2024, 04:00 AM
Some potential investors, particularly younger ones, are afraid of the stock market because they might “time it wrong.” This is absolutely the wrong way to think about long-term investing. Financial advisers have to impart the reality that any market corrections may actually help them attain their financial goals faster.
Keep an Eye on Pa. Residency and Domiciliary Rules and Your Legal Liability
May 14, 2024, 23:12 PM
Remote work has been a boon to employees and employers, but it may come with a cost. Taxpayers and their advisers need to prepare for when state tax departments challenge residency and domiciliary status.
Member-Exclusive Content
PICPA’s 2024 Legislative Priorities in Harrisburg
This year, two points will dominate lawmakers' agendas in Harrisburg: the budget for the upcoming fiscal year and the fall elections. That doesn’t mean the PICPA will stop its advocacy efforts on matters important to Pennsylvania’s CPAs.
Don’t Overlook the Value of State Tax Credits and Incentives
Incentives are a powerful tool to urge companies to invest in a particular state that can result in a win-win for all parties involved. This issue's State & Local Tax column provides an overview of Pennsylvania’s incentives and credits landscape.
Legislative Update - Week Ending May 31, 2024
In this issue: Pennsylvania General Assembly jumps into budget season; Pa. DOR addresses incorrect effective dates; One Pennsylvania primary race remains undecided; and more.
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