Wealth Management
High net worth individuals frequently turn to their most trusted advisors—their accountants—when they need help with wealth management. Find information here on asset allocation strategies, financial planning, and wealth transfer.
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AICPA Conference on Tax Strategies for the High-Income Individual
April 30, 2012The 2012 AICPA Conference on Tax Strategies for the High-Income Individual features an all-star... Read more »
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AICPA Poll: Cell Phones Matter More than Food
April 10, 2012A new American Institute of CPAs survey finds that Americans can take some surprisingly... Read more »
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Dealing with the IRS's New FATCA Proposals
March 7, 2012Jim Wall, a principal at J.H. Cohn and director of the firm’s International Tax Services... 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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What's New at Grant Thornton
May 14, 2012
CEO Stephen Chipman talks about his firm's new brand focus on growth, and its recent M&A activity.
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SLIDE SHOW
Top 10 Payroll Mistakes Companies Make
May 14, 2012
Keeping your clients from running afoul of IRS rules around payroll taxes will help them avoid stiff penalties.
Favorite Busy Season Activities
April 10, 2012
LinkedIn Accounting members share the best methods to bust stress and boost morale.
The Best Places to Be an Accountant 2012
March 27, 2012
From our 2012 Regional Leaders list, we rank the best parts of the country to operate an accounting firm.
More Wacky Tax Deductions
March 26, 2012
LinkedIn members point out some weird tax deductions their clients have suggested.
