Financial Planning

The Internal Revenue Service posted the annual cost-of-living adjustments for pension plans and other retirement plans for 2015, allowing taxpayers to contribute up to $18,000 in their 401(k) plans in 2015.

U.S. Wealth Management president and CEO John Napolitano discusses the key elements in building a holistic financial plan for clients and their families, in an interview with Accounting Today managing editor Tamika Cody.

The American Institute of CPAs has asked the Equal Employment Opportunity Commission to reject appeals by EEOC staff to investigate and litigate against accounting firms about their mandatory partner retirement provisions, saying in a letter Monday that the classification of partners as employees would be disruptive to the accounting profession and its business practices.

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

Accounting and consulting firm Moss Adams LLP has released its annual Year-End Tax Planning Guide outlining some of the key tax issues and potential pitfalls for next year.

U.S. investors’ confidence in a variety of aspects of U.S. markets has reached new highs, according to the Center for Audit Quality’s 2014 Main Street Investor Survey.

The Securities and Exchange Commission has been conducting a review of the effectiveness of financial disclosures by public companies within and outside of financial statements and some investors have wondered about where forward-looking statements should fit into them.

The potential tax benefit of Roth IRAs remains high.

The American Institute of CPAs’ Employee Benefit Plans Expert Panel has developed some new practice aids to provide nonauthoritative guidance about the effects of recent accounting standards relating to the liquidation basis of accounting on employee benefit plans.

A tax attorney is sounding a warning about some unfavorable estate tax consequences for surviving spouses in many states across the country from the use of so-called “QTIP trusts.”