Financial Planning

The IRS has announced additional annual inflation adjustments for more than 50 tax provisions for 2016, including the tax rate schedules and other tax changes.

National Estate Planning Awareness Week is October 19 to 25, and two New York CPAs have some advice for estate planners and their clients.

U.S. Wealth Management CEO John Napolitano talks about how and when accountants should refer clients to an outside financial planner and work together with the advisor, in an interview with Accounting Today editor-in-chief Dan Hood.

Our weekly roundup of tax-related investment strategies and client-related news.

U.S. Wealth Management CEO John Napolitano discusses the distinctions between financial planning and wealth management for clients, in an interview with Accounting Today editor-in-chief Dan Hood.

The Social Security Administration confirmed Thursday there will not be a cost of living increase for 2016 due to declines in consumer prices.

U.S. Wealth Management CEO John Napolitano discusses how accountants can talk with their financial planning clients about the recent swings in the stock markets, in an interview with Accounting Today editor-in-chief Dan Hood.

Blucora’s $580 million acquisition of HD Vest Financial Services promises to open up new opportunities for tax professionals who work with the brokerage.

Blucora Inc., the onetime Internet giant known as InfoSpace, agreed to pay $580 million for HD Vest Financial Services, one of the few brokerages that specialize in helping tax advisers become licensed to sell investment products.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.