Wealth Management
Steady hands for unsteady times
Facing volatile markets and uncertain regulation, planners focus on clients Read more »
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Taking your PFP practice to the next level
December 1, 2011You've started offering wealth management, now what? Read more »
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Shareholders at Greenwalt CPAs Named Five Star Wealth Managers
November 16, 2011Three shareholders at Greenwalt CPAs were named on Indianapolis Monthly’s 2011 survey of the... Read more »
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Glass Jacobson Merges in OneSource Financial
November 1, 2011CPA wealth management firm Glass Jacobson merged in OneSource Financial Services of Montgomery... Read more »
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PwC Offers Tax and Wealth Management Guide
October 26, 2011PricewaterhouseCoopers has published the firm’s annual guide to tax and wealth management,... Read more »
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CCH Small Firm Services Unveils New Paperless Solution
October 18, 2011CCH Small Firm Services has released PaperlessPLUS, a product developed to help tax and... Read more »
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Most Rich Families Unprepared for Wealth Transfer
October 5, 2011Less than half of wealthy families have plans in place for transferring their assets to the next... Read more »
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Credit Suisse to Pay $204M to Resolve German Tax Probe
September 19, 2011Credit Suisse has reached an agreement with German prosecutors to pay 150 million euros, or... Read more »
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Balance Financial Intros Bookkeeping Software
July 15, 2011Balance Financial, a consumer finance software and services company, has introduced a set of... Read more »
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Over 18,000 High-Income Taxpayers Owed No U.S. Income Tax Liability in 2008
June 15, 2011New statistics released by the Internal Revenue Service showed that the number and percentage of... Read more »
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Some of the Wealthy Desire Greater Financial Discipline
June 7, 2011Despite their wealth, nearly half of the rich wish they had better self-control over their... Read more »
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Financial Planning
June 1, 2011Baby boomers mixed on wealth transfer; women more confident about retirement plans Read more »
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AICPA Conference on Tax Strategies for the High-Income Individual
May 5, 2011CPAs, attorneys, financial planners, bank trust officers, insurance agents, family office... Read more »
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Genworth Offers New Asset Allocation Options
May 3, 2011Genworth Financial Wealth Management has introduced Genworth Portfolio Solutions, a streamlined... Read more »
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Boomers Mixed on Wealth Transfer
April 19, 2011Less than half of affluent parents (49 percent) in a nationwide poll felt it was important to... Read more »
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FASB Chair Leslie Seidman on Convergence with IFRS
February 1, 2012
Financial Accounting Standards Board chairman Leslie Seidman provides an update on the progress FASB is making on converging U.S. GAAP with IFRS.
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SLIDE SHOW
Most Unusual Items Submitted on Employee Expense Reports
January 19, 2012
The results are bound to raise the eyebrows of any financial executive.
10 Stories That Shaped 2011
December 29, 2011
Our editors' picks for the 10 stories that shaped accounting in 2011.
