Financial Planning

The Internal Revenue Service has issued guidance on in-plan Roth Individual Retirement Account rollovers, that is, rollovers within a retirement plan to designated Roth IRAs in the same plan.

The popularity of the shelter, known as the Walton grantor retained annuity trust, or GRAT, shows how easy it is for the wealthy to bypass estate and gift taxes.

Top 100 Firm Marcum LLP’s Lesbian, Gay, Bisexual & Transgender Practice has released a list of top tax planning tips for married same-sex couples to help guide them on what they will need to file taxes since the federal government officially recognized same-sex marriage for tax purposes.

The digital edition of the December 2013 issue of Accounting Today is now available.

Nonprofit-focused accounting software maker Serenic Corporation is now offering free trials of Serenic Navigator Express, a cloud-based version of the company’s flagship accounting product designed to track multiple funds, manage expenses against budgets, and produce timely, accurate reports.

U.S. Wealth Management chairman and CEO John Napolitano discusses the unappreciated qualities that make up a great financial planner, in an interview with Accounting Today editor-in-chief Daniel Hood.

The Securities and Exchange Commission charged Fifth Third Bank’s holding company, Fifth Third Bancorp, on Wednesday and its former chief financial officer, with improper accounting of commercial real estate loans during the financial crisis.

A roundup of financial planning news from the previous month

Identifying the qualities of a top-notch financial planner

The Public Company Accounting Oversight Board plans to hold a meeting next Wednesday to discuss re-proposing a requirement for auditing firms to disclose in the auditor’s report the names of the engagement partner and certain other participants in the audit.