Financial Planning

Looking for planning prospects in your client base? Start with these four groups.

If you have discussed the idea of setting up a family limited partnership with any of your clients in the past, now might be a good time to revisit the subject.

The Standard & Poor’s 500 Index fell into a correction for the first time since 2011 in one of the most volatile trading days ever, as a rout in global equity markets deepened.

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

Finding the right financial advisor for your clients

Has there ever been a time in your life when opportunity knocked and you ignored it? Right now, there’s an industry opportunity with three letters: CPA. Are you ready to open the door and expand your CPA practice?

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

The Internal Revenue Service has issued final regulations for determining a taxable beneficiary’s basis in a term interest in a charitable remainder trust upon a sale or other disposition of all interests in the trust, to the extent that basis consists of a share of adjusted uniform basis.

9 steps to take before and after a divorce, from the experts at HD Vest

Hillary Clinton has rolled out a plan to make college affordable that her presidential campaign has dubbed the New College Compact, enabling students to pay for higher education without taking out costly student loans.