Welcome to Brian E. Glickman CPA, RFC®, PFS, The Investment Center
Planning for your financial future is something that can be a daunting challenge. First and foremost, there is the task of finding a planner with the credentials, knowledge and professional expertise to address your goals.
A CPA who is also a Financial Planner is in an ideal position to understand your current financial situation. He is specially trained to help you prepare for the future by providing objective and independent advice that will enable you to make informed decisions. CPA's have been ranked among the most valued and respected professionals for more than 125 years in terms of consumer trust and confidence.
Only individuals who have passed both the rigorous CPA exam and the PFP Exam or have met various experience requirements receive the designation of PFS, Personal Financial Specialist. A CPA is required to obtain forty hours of Continuing Professional Education annually to maintain their license. Holders of the PFS designation are required to have sixty hours every three years, of CPE focused exclusively on financial planning topics.
CPA Financial Planners can provide the full range of services that will help you on your path to retirement. These services can include estate and retirement planning, investments, insurance, college planning and tax preparation. Since all aspects of personal financial planning have tax implications, the PFS professional has the experience, ethics, knowledge and expertise to successfully focus on them.
I look forward to showing you the difference that a CPA, PFS, Personal Financial Specialist can make in addressing your current and future financial goals.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How Income Taxes Work
A quick look at how federal income taxes work.
It may help your business be better prepared in the event of the death of a principal or key employee.
Here's a breakdown of how the federal government spends your tax money.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When considering life insurance, it's important to understand your options.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Recent changes in estate tax laws could affect the strategy you have in place.
Have you explored all your options when it comes to managing your taxable income?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?