Financial Planning

Real estate partnerships pool funds from various investor groups, family offices and public entities to invest in property platforms seeking high cap rates and strong yields. Even though the investors within each fund have different tax structures and tax needs, the goal of enhancing each investor’s rate of return can be accomplished through sophisticated tax planning strategies.

A lawmaker has filed legislation in Congress to allow student loan debt to be treated like other forms of debt that can be discharged in bankruptcy proceedings.

McGladrey chief economist Joe Brusuelas talks about the risks that the European and Chinese economies pose to the U.S. economy and investors, in an interview with Accounting Today editor-in-chief Dan Hood.

With the top income tax rate at 39.6 percent, advisors need to be savvy about the tax-saving strategies they utilize for their high net-worth clients.

The clawbacks on executive compensation mandated by the Dodd-Frank Act may discourage one type of accounting manipulation only to encourage another, according to a new study.

Inheritance planning can make clients act crazy.

Tax strategy and investment management are important, but communicating with clients is one of the most critical aspects of any financial planner's practice, argued pioneering planner Harold Evensky.

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

President Barack Obama is proposing new taxes on the wealthiest Americans that would limit their profits from investments and make it harder for them to pass assets to heirs.

Wealthstream Advisors president Michael Goodman, an active member of the AICPA's PFP Section, talks about the human capital aspects of personal financial planning that CPAs can discuss with their clients, in an interview with Accounting Today editor-in-chief Dan Hood