Financial Planning

CFP exam registrants affected by the closures will be rescheduled for the July 2020 exam, currently scheduled for July 7-14, 2020, at no additional cost.

Former Vice President Joe Biden wants to raise taxes on the wealthy. Senator Bernie Sanders wants to send those levies off the charts.

The Internal Revenue Service is giving holders of foreign retirement trusts an exemption from some of the information reporting requirements, along with the abatement of penalties.

The proposal involves how to define the criteria for the component units in pension plans and deferred compensation plans for state and local government employees.

The super-wealthy can deploy sophisticated strategies to pass on billions of dollars to their descendants tax-free.

Prager Metis teams up with the Alzheimer's Association, and Centage Corporation expands its giving program.

Prager Metis CPAs wants more accounting firms to join the annual Walk to End Alzheimer’s.

CPA financial planners are noticing scams perpetrated against their elderly clients, according to a new survey by the American Institute of CPAs.

The law to boost retirement planning has tax consequences.

The purpose of the SECURE Act is to incentivize employers to offer retirement plans as well as to improve individual retirement savings outcomes for the millions of Americans without adequate retirement savings.