Financial Planning

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

A Deloitte LLP unit allegedly promised a tax plan under which former Detroit Pistons owner Bill Davidson would “win if he lived, or win if he died.”

Guiding your clients into and through retirement

A slideshow of education-related tax opportunities

First, a bit of non-news: College is expensive. Last school year, private colleges averaged over $31,000. But there is some relief available from a tax perspective.

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

Investors place the greatest trust in independent auditors, according to a new survey by the Center for Audit Quality.

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

Between legislative changes and proposed rules and guidance issued by government agencies at the federal, state, and local levels, business owners have a lot of red tape to navigate and understand.

The Internal Revenue Service's decision not to update mortality assumptions to reflect today's higher life expectancy could help corporate pension plan sponsors save at least $18 billion in 2016 as they continue to calculate minimum funding contributions according to outdated models, according to a new report from Moody's Investors Service.