Financial Planning

An upcoming guide from the AICPA weighed heavily, both figuratively and literally, during a recent forum.

Blucora plans to combine HD Vest’s individual tax advisor focus with 1st Global’s institutional, multi-partner focus.

The Internal Revenue Service isn’t doing enough to flag over $74 million in potentially erroneous claims for the Excess Social Security Tax Credit, according to a new report.

The California charity at the center of the college-admissions scandal apparently never attracted attention from the IRS.

The U.K. taxman is coming under fire over its program giving the wealthy one last opportunity to disclose income or assets stashed in secretive offshore accounts.

High-end real estate brokers in New York worry that foreign second-home buyers are feeling under assault from all sides and may end up going elsewhere.

A top Senate Democrat is looking to end tax breaks for college donations that parents may be making to universities in an attempt to get their children admitted.

The Internal Revenue Service has indefinitely extended a pilot program for private letter rulings for corporate taxpayers.

Olympus Corp. lost a U.K. lawsuit that tried to block the pension of former head Michael Woodford after he blew the whistle on an alleged $1.7 billion accounting fraud and 13-year cover-up at the firm.

Bill Gates, Elizabeth Warren and Bernie Sanders all want the rich to pay more taxes, but Gates is saying what the Democratic candidates appear to be thinking: Go for the capital gains rate.