Financial Planning

U.S. corporations held larger cash balances in their treasuries at the end of last year than they did for the previous quarter or the previous year.

Certain owners of Individual Retirement Arrangements have a limited time to make tax-free transfers to eligible charities and have them count for tax-year 2012, the Internal Revenue Service said Thursday.

The Internal Revenue Service is providing information on some of the retirement plan provisions of the fiscal cliff deal that was signed into law earlier this month.

G2 FinTech has introduced TaxGopher+ cost basis reporting software for filling out the Form 1099-B.

2nd Story Software, the company that makes TaxAct consumer tax prep software, has introduced a do-it-yourself estate planning software product for drawing up a last will and testament.

Many members of the next generation of retirees are expected to face a large decline in their standard of living when they retire, according to a new report.

CPA and vice president of product strategy at CPA2Biz Greg LaFollette describes how competing cloud vendors can and should work together to help drive CPA adoption.

Investors need greater disclosure of derivatives used for hedging activities at the companies in which they invest if they are to understand the corporations’ risk exposure, according to a new study.

The Internal Revenue Service has released a long-awaited set of rules for correcting employee retirement plans that fail to meet the requirements of the Tax Code.

Fresh from year-end tax planning meetings with clients, we’ve identified four areas where great tax planning and great financial planning collide, specifically for people accumulating wealth.