Financial Planning

The race is on for wealthy Americans to save on taxes before Jan. 1.

With the election out of the way and efforts taking shape in Washington to resolve the threat of automatic tax increases and the fiscal cliff, CPAs and certified financial planners are recommending ways to protect their clients no matter what Congress and the Obama administration ultimately decide to do about the tax laws for next year.

It may be some time before Congress and the Obama administration decide what to do about the tax rates for next year, so it’s a good idea to plan for various alternative scenarios just in case.

In the aftermath of the elections, the payroll tax cut appears to be one of the likely casualties of the scramble to resolve questions over expiring tax cuts and the looming fiscal cliff during the lame-duck session of Congress.

The board of directors of the CFP Board of Standards announced the immediate resignations of its chairman Alan Goldfarb and two members of the Disciplinary and Ethics Commission.

Why tax season is the right time to upsell your clients to financial planning services

Making the choice that's right for your firm

Individual retirement account allocations tend to vary by age and account balance, but not much by gender, according to a new study.

PricewaterhouseCoopers US has published a new edition of its annual guide, “Managing Your Wealth: Guide to Tax and Wealth Management.”

Cost-of-living adjustments have changed many dollar limitations for pension plans and other retirement-related items for tax year 2013.