Financial Planning

New trends in helping your clients save for their children's education

Bankruptcy trustees face challenges with retirement plans

Top 100 Firm Postlethwaite & Netterville's Melissa Peroyea receives Health Care Leadership Award

Thomson Reuters has published the 2012 edition of its Estate Planning Guide to help accountants, lawyers, estate planners, trust officers and financial advisors market the estate services at their firms.

Fifty-six percent of workers plan to work past age 65 and 54 percent said they plan to continue working after they retire, according to a recent survey.

New statistics from the Internal Revenue Service indicate that 20,752 taxpayers with adjusted gross incomes of $200,000 or more in 2009 had no U.S. income tax liability.

The price of a company’s stock frequently drops after it makes an acquisition, but a new study finds that the stock decline could also be a signal that a financial restatement lies ahead.

The New York State Society of CPAs said the Internal Revenue Service should provide safe harbor guidelines for transferring property from one irrevocable trust to another, a process known as a trust decanting.

Financial advisors believe traditional diversification and portfolio construction techniques need replacement, and are questioning the relevance of time-honored asset allocation strategies that rely on a 60/40 mix of stocks and bonds and long-term, buy-and-hold approaches, according to a new study.

Private equity firms are helping with employment growth, according to a new survey by accounting firm McGladrey LLP.