Estate Planning
Accountants can provide valuable advisory services to clients on estate planning, including dealing with wills and estate taxes, and dealing with issues such as charitable giving, charitable remainder trusts, wealth transfer and the gift tax.
Parents and Adult Children out of Sync in Financial Talks
Adult children and their parents struggle to communicate on key financial topics that include retirement planning, providing care for elderly parents and inheritance strategies, according to a new study by Fidelity Investments. Read more »
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Billionaire Sumner Redstone Challenges IRS Tax Claim on Gift Dating Back to 1972
May 2, 2013In 1972, President Richard Nixon cruised to re-election. “The Waltons” premiered on... Read more »
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Windfall Income Tax Planning
May 2, 2013You receive a call from a very excited client: your lawyer client settled a large case. Or your... Read more »
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Accounting Today Accepting AUM Submissions
May 1, 2013Accounting Today is in the midst of collecting submissions for its 2013 ranking of the Top Firms... Read more »
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Trust, but Verify Your Estate Tax Planning
March 20, 2013In the world of trust and estate administration, where tax planning typically involves special... Read more »
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Tax Court Settles Art Valuation Case
March 20, 2013The Tax Court recently settled the valuation issues of an estate that held 64 works of art. Read more »
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New Ways to Minimize Income Taxes for Estates, Trusts and Beneficiaries
February 28, 2013Will Rogers has been quoted as saying, “The only difference between death and taxes is that... Read more »
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A New Affliction: Post-Traumatic Gift Disorder
February 20, 2013In my consulting activity the last few months of 2012, I saw the emerging symptoms of a new... Read more »
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A Major IRS Estate Tax Loss
February 14, 2013U.S. Tax Court Judge Elizabeth Paris handed the taxpayers a victory last Thursday involving a... Read more »
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TaxAct Gets into Estate Planning
January 16, 20132nd Story Software, the company that makes TaxAct consumer tax prep software, has introduced a... Read more »
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Senate Approves Post-Midnight Fiscal Cliff Deal, Shifting Pressure to Boehner
January 1, 2013The U.S. Senate passed a bipartisan budget deal two hours after income tax cuts expired, reaching... Read more »
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IRS Proposes Regulations on Net Investment Income Tax
December 7, 2012The Internal Revenue Service and the Treasury Department have issued a set of proposed... Read more »
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A CPA on a PFP Mission
December 1, 2012John Azodi teaches CPAs the value of financial planning Read more »
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What's the Biggest Opportunity for Accountants Today?
May 24, 2013
Guests at the Meet the Editors dinner at Keens Steakhouse in New York give their assessments of the many opportunities available to accountants for growing their practices.
What's the Biggest Threat or Challenge Facing Accountants?
May 22, 2013
Attendees at Accounting Today's Meet the Editors Dinner at Keens Steakhouse in New York discuss the top issues confronting accountants.
Women in Accounting: Breaking the Mold
May 21, 2013
A continued conversation with Marcum’s Nanette Lee Miller and Janis Cowhey McDonagh about the obstacles women in the accounting profession face when trying to make their way into leadership positions.
SLIDE SHOW
Tax Season by the Numbers
May 22, 2013
The IRS recently released statistics covering the year to May 10, 2013.
Top 10 Tech Initiatives -- 2013
May 5, 2013
The AICPA's annual list of IT priorities for accounting firms.
Common E-mail Security Mistakes
April 23, 2013
These five bad habits can make your confidential information -- and that of your clients -- easy to steal.
