Financial Planning

Nearly half of CFOs don’t anticipate the one-time costs of going public, according to a new survey by PricewaterhouseCoopers.

Free online money management tool PowerWallet has officially hit the market and is designed to help users manage and keep control over their personal finances.

The Institute of Chartered Accountants in England and Wales plans to develop guidance for auditors on providing assurance on interest rate benchmarks in the wake of the outcry over manipulation of the LIBOR, or London Inter-Bank Offered Rate, which cost the jobs of top executives at the British bank Barclays.

College students and their families could save up to $2,500 a year if they save receipts for necessary expenses such as textbooks and other course materials.

Fifty years after the untimely death of film legend Marilyn Monroe, the courts are apparently still hearing challenges over her estate and her taxes.

Genworth Financial Investment Services, a firm that specializes in helping approximately 1,800 tax and accounting professionals integrate wealth management into their practices, is being renamed Cetera Financial Specialists after being acquired earlier this year.

Find out if offering family office services is right for your firm

Staff members at privately held companies are less likely to receive information from management about how the business is performing than employees at publicly traded companies, according to a new survey.

The Securities and Exchange Commission issued a financial literacy study Thursday confirming earlier studies that U.S. retail investors lack basic financial literacy.

The American Institute of CPAs has written to Internal Revenue Service Commissioner Doug Shulman outlining its concerns with what it sees as a “widespread problem affecting numerous taxpayers”: erroneous letters from the IRS to taxpayers filing foreign trust forms.