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Financial Planning
Data
The 2018 Wealth Magnets
Accounting Today's annual ranking of the top CPA firms by assets under management.
Sponsored by HD Vest
IRS plans regulations on non-grantor trusts and new tax law
The upcoming rules may affect one tactic that some wealthy taxpayers have been using to get around the cap on deducting local property taxes.
Tax loophole from 1960s could let wealthy tap 21% corporate rate
An obscure tax provision from the 1960s that was left untouched by President Donald Trump’s overhaul could let wealthy individual investors seize for themselves the largest corporate tax cut in U.S. history.
Making divorce less taxing
New, more complicated marital situations call for careful tax planning.
Accountants to Watch: Cortlon Cofield
The Chicago CPA/PFS shares why he started his own financial planning services firm for millennial clients.
Voices
Repairing your financial planning practice
John P. Napolitano
Chairman & CEO
US Wealth Management LLC
Does your wealth management division need fixing?
Supreme Court holds railroad stock options are not taxable compensation
The justices reversed an appeals court ruling on what constitutes “money remuneration.”
Voices
Let's get radical at Engage 2018
Jody Padar
CEO and Principal
New Vision CPA Group
Jody Padar recaps her trip to AICPA Engage 2018 and the thought leaders she got to interview.
FASB updates accounting for share-based payments
The Financial Accounting Standards Board hopes to improve the financial reporting for stock compensation.
AICPA names 'Outstanding Young CPA' for 2018
Matthew Rosenberg, president of RoseCap Investment Advisors in Colorado, was honored for his numerous contributions to the profession.
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