Financial Planning

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

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

The Securities and Exchange Commission charged a CPA and his son in New York on Thursday, accusing them of conducting an insider trading scheme involving tips on nonpublic information that they sent in coded email messages disguised as discussions about golf.

Popular at times in the past, but perhaps out of favor more recently, QPRTs (Qualified Personal Residence Trusts) may be an idea whose time has returned.

There has been a significant trend in recent years to add automatic features to 401(k) retirement plans.

Lawmakers in the House and Senate have re-introduced legislation to encourage the creation of employee stock ownership plans in S Corporations.

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

The Internal Revenue Service has been unable to stop taxpayers from collecting billions of dollars in potentially erroneous education tax credits, according to a new government report.

Check out the digital edition of the May 2015 issue of Accounting Today.

Many high-income parents are concerned that by leaving a large inheritance, it can do more harm than good for their loved ones, according to a new survey.