Financial Planning

Members of the consulting firm Family Office Metrics have joined Ernst & Young LLP’s Family Office Advisory services team.

Everyone can agree that better financial analysis is a good thing for business leaders.

John Napolitano of U.S. Wealth Management talks about what it takes for CPAs to succeed in financial planning.

Rep. Tom Reed, R-N.Y., has proposed to require nonprofit colleges and universities to dedicate 25 percent of their annual endowment income to financial aid. If they don’t, they could lose their tax-exempt status.

Former billionaire entrepreneur Samuel Wyly told a federal judge that he filed for bankruptcy to avoid burdening his children with a $2 billion claim by the Internal Revenue Service.

An overview of the history and valuation methods for S Corporations.

The wild swings in the financial markets this week due to the fallout from Chinese stocks could be prompting some anxious calls from investors to their CPA.

The Internal Revenue Service is giving educational institutions a pass if they fail to include the correct taxpayer identification number on a student’s tuition statement form.

Lyle Benson of L.K. Benson & Co., who chairs the AICPA's PFP section, discusses how the next generation of the CPA profession can get into personal financial planning.

Check out the digital edition of the January 2016 issue of Accounting Today.