Financial Planning

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

The leading CPA financial planners with over $1 billion in assets under management

Now is the time to fill in the gaps in your clients' financial plans.

The bipartisan legislation will provide more retirement planning options for accountants to advise small business clients about, while also fixing a glitch in the Tax Cuts and Jobs Act that imposed the kiddie tax on children of deceased service members.

The U.S. House of Representatives approved legislation that relaxes the rules for retirement savers and corrects an unintended side-effect of the 2017 tax law that hit children of military members who died in combat with higher-than-expected tax bills.

As the U.S. retirement savings crisis continues to grow, legislators are taking steps to ensure all employees have access to formal retirement savings programs.

Democratic presidential candidate Bernie Sanders introduced legislation that would impose a tax on trades of all stocks, bonds and derivatives in the U.S., a move he says would help curb Wall Street speculation and help finance his campaign promise to provide tuition-free college and cut student debt.

The proposed regs were a long time in coming, but generally taxpayer friendly. Here are seven key updates.

If you have wealthy clients who need these kinds of services, it can be a gold mine for CPAs, according to John Napolitano.

The Schedule D instructions had the older, higher tax rates for investors that were changed by the 2017 tax law.