CPA Resources
Retirement Plans:
Adding Investment Services to Your Practice
Featuring Dan Riddle, CPA
Dan Riddle has 25 years experience in public accounting with national, regional and local firms. He spent twelve years in financial management with Sara Lee Corporation and Almay Cosmetics. In addition to advising clients in corporate benefits, retirement plans, and business and personal financial planning as a CPA, Dan has advised clients in investments and insurance since he was licensed for those services in 1997.
View a video with more information.
Investing in Oil/Natural Gas Limited Partnerships
Since 2004, Verity Investments, Inc. has offered private placement limited partnership investment opportunities in natural gas developmental drilling programs to qualified investors. The tax advantages and investment considerations of these programs are unique and require careful review, frequently in consultation with a qualified tax advisor.
Because of this, Verity Asset Management has sponsored Continuing Education seminars for attorneys and CPAs throughout North Carolina annually for the past three years.
Register for a notice of our next 2-hour Continuing Education Event.
Income Distribution Planning
Determining an optimal distribution strategy is guided by certain parameters, including income requirements, life expectancy, rate of return assumptions, and the desire to provide a residual estate for heirs. At the most basic level, this is a linear equation with a known starting and finishing point.
But what is the probability that we won't outlive our retirement income? Recent research demonstrates that traditional strategies for retirement distributions may prove inadequate. Many factors affect the probability of portfolio depletion, and some of the more critical ones are not accounted for in most strategies commonly in use.
Download a power point presentation that introduces many of the critical concepts to consider in structuring a portfolio for distributions, including:
- What is considered to be an appropriate Initial Withdrawal Rate?
- The impact of different asset allocation strategies
- Why the presidential election cycle may matter
- The concept of Reverse Dollar-Cost Averaging
- Integrating guarantee components into a portfolio
- Calculation methods for a Sustainable Withdrawal Rate
College Savings
Written for the individual investor, this 88-page guide explores the planning and savings options available to families that are saving for a child's college education.
The areas covered include: affording the college of your choice; comparing college savings alternatives such as 529 plans, Coverdell education savings accounts, UGMA/UTMA accounts, and taxable investment accounts; transferring assets between accounts; financial aid considerations; and putting your college savings plan together.
Written by 529 guru Joseph Hurley CPA, this guide is also perfect for investors looking to take advantage of the tax breaks available to families saving and paying for college.
Request Your Complimentary Guide Today.
Alternative Investments for Accredited / Sophisticated Investors
As a Registered Investment Advisor, Verity Investments, Inc. reviews investment offerings suitable for accredited or sophisticated investors. Due to the non-public nature of these types of investments, detailed information on specific offerings is available only to qualified investors who have a pre-existing relationship with Verity Investments, Inc. to allow for a determination of suitability.
Investments may be illiquid, and important tax considerations frequently apply.