Financial Planning

Estate planning is sometimes a very difficult discussion with clients. instinctively, most people do not relish talking about their own demise, and CPAs equally dislike talking about anything that the client doesn't want to talk about.

Estate planning strategies for confusing times

In January 1999, a trust set up by Mitt Romney for his children and grandchildren reaped a 1,000 percent return on the sale of shares in Internet advertising firm DoubleClick Inc.

Americans are losing faith in their ability to invest, according to a new study from Hearts & Wallets, a retirement and savings research firm. The study found that more than four in 10 investors (41%) view themselves as "very inexperienced" with investing, up from 27% last year.

Congress’s two tax-writing committees, the House Ways and Means Committee and the Senate Finance Committee, held a joint hearing Thursday to discuss capital gains taxes and how they might be reformed.

Victims of convicted Ponzi scheme fraudster Bernard Madoff will be receiving nearly $2.5 billion in checks that were mailed Wednesday, according to the Securities Investor Protection Corporation.

Nearly two-thirds of individual investors have at least some confidence in the U.S. capital markets, according to a new survey by the Center for Audit Quality.

Many small business owners are confused by the fee notices and costs of their 401(k) plans and have trouble answering questions from employees, according to a new survey.

I meant to write about the latest corporate-sponsored holiday, National Fight Procrastination Day, when it occurred last Thursday, but I just didn’t get around to it.

The American Institute of CPAs has sent a letter to members of the House Financial Services Committee supporting a bill aimed at narrowing the definition of “municipal advisor,” without weakening investor protections.