Marc Wasserman CPA | Resources

Accounting Orgnizations

American Bar Association
American Institute of Certified Public Accountants (AICPA)
American Taxation Association
National Association of Enrolled Agents
National Conference of CPA Practitioners
National Tax Association
Tax Executives Institute
American Institute of CPAs
Pennsylvania Institute of CPAs
New Jersey Society of CPAs
J. Richard Hogue, F.S.A.

Accounting Standards

Accounting Standards and Government Regulations for Nonprofits
Federal Accounting Standards Advisory Board
Financial Accounting Standards Board
Governmental Accounting Standards Board
International Accounting Standards Board

Helpful Calculators

15 Year vs. 30 Year Mortgage
Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.

Adjustable Rate Mortgage Calculator

Adjustable Rate Mortgage Calculator
This calculator helps you to determine what your adjustable mortgage payments will be.

Arm vs. Fixed Rate Mortgage

Arm vs. Fixed Rate Mortgage
Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.

Balloon Mortgage

Balloon Mortgage
A balloon mortgage can be an excellent option for many home buyers, use this calculator to see if a balloon mortgage might fit your needs.

Bi-Weekly Payment Calculator

Bi-Weekly Payment Calculator
Using bi-weekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this calculator to compare a typical monthly payment schedule to an accelerated bi-weekly payment.

Home Equity vs. Auto loan

Home Equity vs. Auto loan
Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.

Maximum Mortgage

Maximum Mortgage
Use this calculator to determine your maximum mortgage and how different interest rates affect how much you can borrow.

Mortgage APR Calculator

Mortgage APR Calculator
Use this calculator to find the APR on your mortgage.

Mortgage Loan Calculator

Mortgage Loan Calculator
Use this calculator to determine your monthly payment and amortization schedule.

Mortgage Payoff

Mortgage Payoff
Save thousands of dollars in interest by increasing your monthly mortgage payment.

Mortgage Qualifier

Mortgage Qualifier
Can you buy your dream home? Find out just how much you can afford!

Mortgage Required Income

Mortgage Required Income
Use this calculator to determine how much income you need to qualify for a mortgage and how different interest rates affect your required income.

Refinance Breakeven

Refinance Breakeven
Should you refinance your mortgage? Use this calculator to determine when you will breakeven!

Rent vs. Buy

Rent vs. Buy
Are you better off buying your home, or should you continue to rent?

Personal Finance Calculators

Alternative Payment Frequencies

Alternative Payment Frequencies
Use this calculator to determine your payment or loan amount for different payment frequencies.

Amortizing Loan Calculator

Amortizing Loan Calculator
Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

Auto Loans

Auto Loans
Find out how much automobile you can buy based on your monthly payment, or find out your loan payment based on your purchase price!

Auto Rebate vs. Low Interest Financing

Auto Rebate vs. Low Interest Financing
Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.

Basic Financial Calculator

Basic Financial Calculator
This works just like a pocket financial calculator. In addition to arithmetic, it can also calculate present value, future value, payments or number or periods.

Credit Card Pay Off

Credit Card Pay Off
Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

Enhanced Loan Calculator

Enhanced Loan Calculator
Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.

How much do you owe?

How much do you owe?
Use this calculator as a starting point for your debt management plan.

Lease vs. Buy

Lease vs. Buy
Should you lease your next automobile or finance it? Find out with this calculator!

Life Insurance Calculator

Life Insurance Calculator
How much life insurance do you really need? Find out here!

Loan Prequalification Calculator

Loan Pre-qualification Calculator
Use this calculator as your first step in determining your ability to qualify for a loan.

Net Worth Calculator

Net Worth Calculator
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Rolldown your Credit Card Debt

Rolldown your Credit Card Debt
The Credit Card Rolldown Calculator applies two simple principles to paying off your credit card debt.

Retirement Finance Calculators

401k Savings Calculator

401k Savings Calculator
A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

Life Expectancy

Life Expectancy
This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.

Long Term Care Calculator

Long Term Care Calculator
Long term care is needed by those who can’t perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.

Required Minimum Distribution (RMD) for Current Year

Required Minimum Distribution (RMD) for Current Year
The IRS requires that you withdraw at least a minimum amount – known as a Required Minimum Distribution – from some types of retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning. Use this calculator to determine your Required Minimum Distributions.

Retirement Income Calculator

Retirement Income Calculator
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Retirement Planner

Retirement Planner
Quickly determine if your retirement plan is on track – and learn how to keep it there.

Retirement Shortfall Calculator

Retirement Shortfall Calculator
Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential short fall in your current retirement savings plan.

Roth IRA Calculator

Roth IRA Calculator
Use this calculator to compare the Roth IRA to an ordinary taxable investment.

Roth IRA Conversion

Roth IRA Conversion
This calculator will show the advantage, if any, of converting your IRA to a Roth.

Roth vs. Traditional IRA

Roth vs. Traditional IRA
Use this calculator to determine which IRA is right for you.

Social Security

Social Security
Use this calculator to estimate your Social Security benefits.

Traditional IRA Calculator

Traditional IRA Calculator
How can contributing to a regular IRA help you in your retirement?

Savings Finance Calculators

Benefit of Spending Less

Benefit of Spending Less
Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget reductions may be worth.

College Savings

College Savings
Use this calculator to help develop or fine tune your education savings plan.

Cool Million
Cool Million
Find out when your savings plan will make you a millionaire!

Home Budget

Home Budget
Analyze your budget, see where your money goes and find out where you can improve!

Savings Calculator

Savings Calculator
Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Savings Goals

Savings Goals
What will it take to reach your savings goal? This financial calculator helps you find out.

Savings, Taxes and Inflation

Savings, Taxes and Inflation
Use this calculator to determine how much your savings will be worth with these two important variables in mind.

Business Finance Calculators

Asset Allocator

Asset Allocator
Your age, ability to tolerate risk, and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

Breakeven Analysis

Breakeven Analysis
Find out how many and what price you must sell your product at to make a profit.

Business Valuation

Business Valuation
Enter your cash flow information, your cost of capital and your growth rate to determine your business NPV valuation.

Cash Flow Calculator

Cash Flow Calculator
Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.

Equipment Buy vs. Lease

Equipment Buy vs. Lease
Should you lease your equipment or finance it? Find out with this calculator!

Financial Ratios

Financial Ratios
This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.

Investment Loan

Investment Loan
This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.

Line of Credit Payoff

Line of Credit Payoff
Use this calculator to see what it will take to pay off your line of credit, and what you can change to meet your repayment goals.

Loan & Credit Line Tax Savings

Loan & Credit Line Tax Savings
This calculator helps determine your tax savings on loans or credit lines with tax deductible interest payments.

Profit Margin Calculator

Profit Margin Calculator
This calculator can help you determine the selling price for your products to achieve a desired profit margin.

Working Capital Needs

Working Capital Needs
Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.

Tax Estimators Calculators

1040 Tax Calculator

1040 Tax Calculator
How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

Estate Tax Planning

Estate Tax Planning
Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.

Net to Gross Paycheck Calculator

Net to Gross Paycheck Calculator
This calculator helps you determine the gross paycheck needed to provide a required net amount.

Payroll Deductions

Payroll Deductions
Use this calculator to help you determine the impact of changing your payroll deductions.

Self Employment Taxes

Self Employment Taxes
If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes.

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Please note that all financial calculators require a JavaScript enabled browser. Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Accounting Resources

Accounting Orgnizations

Accounting Standards

Helpful Calculators

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