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Preparing for the Unexpected: Estate Planning Explained

Jun 24, 2019 11:06:18 AM / by ACap Advisors & Accountants posted in wealth management, Webinar, Estate Planning

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Planning for your family's future is an essential part of managing your wealth. Estate Planning helps ensure that your legacy is protected in the event of your death or incapacity. In this webinar, ACap’s Matt Crisafulli and Armine Bazikyan of Bazikyan Law Group discuss what is included in an estate plan, the process behind setting up an estate plan, and how an estate plan can help you achieve your long term planning goals.

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Accounting Takeaways from AICPA Conference

Jun 17, 2019 4:54:05 PM / by Ara Oghoorian posted in wealth management, accounting, aicpa, conference, Blog, Financial Planning, accounting services

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Financial markets and tax rules are changing constantly so staying current on such changes is critical to providing value for our clients. As a result, I recently attended a tax and financial planning conference in Las Vegas, NV by the American Institute of Certified Public Accountants (AICPA), which is the largest association representing the accounting profession. With over 4,000 attendees and over 100 individual sessions, there was no shortage of things to learn. As an added bonus, I heard several keynote speeches from notable leaders such as: Charles Rettig, Commissioner of the IRS; Simon Sinek, Optimist and Author; and NFL legend John Elway. Here are some key takeaways I gleaned from the conference.

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