Financial Planning

Three shareholders at Greenwalt CPAs were named on Indianapolis Monthly’s 2011 survey of the Five Star Wealth Managers.

Bereaved spouses who have a relationship with a financial advisor can find the support invaluable in recovering their family’s financial bearings, according to a new survey.

The Tax & Accounting business of Thomson Reuters has inked a deal with Thompson Hine LLP to provide clients with custom retirement plans that meet IRS requirements.

Investors and financial executives are increasingly feeling overloaded by the volume and complexity of financial disclosure information in annual reports and other financial filings, according to a new study.

Corporate acquisitions using overpriced shares of stock rarely do much to cushion the decline the shares eventually suffer, according to a new study.

IMGCAP(1)]I propose a six-point plan to improve the U.S. economy:

ADP has released an updated and expanded version of RUN Powered by ADP Payroll for Accountants, an Internet-based offering designed to help accountants manage their clients’ payroll all in one place, which includes human resources and retirement services features.

The Internal Revenue Service has issued a notice exempting enrolled retirement plan agents from obtaining a Preparer Tax Identification Number if they only prepare Form 5300 and 5500 series returns.

IMGCAP(1)]Accounting firms typically have multiple partners, some of whom may want to retire or move on in the near future, and others who want to stay longer.

A Georgetown University professor has proposed a different idea in the ongoing debate over how investment advisors should be effectively regulated: outsource the heavy lifting to accounting firms.