Financial Planning

Wolters Kluwer has released a new paper to provide financial organizations with best practices for stress testing.

The share of families with an individual account retirement plan such as an IRA or 401(k) is decreasing, but the assets in those plans are increasing, according to a new study.

The Net Investment Income Tax, which was included as part of the Affordable Care Act, will be hitting taxpayers and practitioners alike this coming tax season.

The Internal Revenue Service is being urged to bolster its enforcement efforts on multimillion-dollar Individual Retirement Accounts in a new government report that also encourages Congress to provide more direction.

Donor-advised funds have increasingly become the charitable vehicle of choice over the last 10 years for both advisors and clients.

Crowe Horwath LLP has issued a year-end tax-planning guide with information on income tax deductions, education planning, investing, retirement and estate planning, and tax rates.

HD Investment Services has enhanced its 1040 Analyst wealth management tool with additional retirement planning features.

The Internal Revenue Service has issued guidance clarifying the impact that a 2014 rollover of an individual retirement arrangement has on the one-per-year limit imposed by the Tax Code on tax-free rollovers between IRAs.

We examine how well-suited wealth management is to CPAs and tax experts.

The shift from CPA to financial advisor requires a shift in mindset.