Financial Planning

More CPAs should consider adding the service to their practices.

The Internal Revenue Service recently reduced a user fee, modified its policy on issuing opinion and advisory letters, and changed the pre-approved program for cash balance plans.

Hedge-fund billionaires were already struggling to keep investors from heading out the door. Then along came another problem: big tax bills.

Clients need help navigating the TCJA in areas such as philanthropic giving and deductions.

If your business clients want to reward employees for their loyal service after a five-, 10- or 20-year period and keep them around for longer, a deferred compensation plan can work well.

A tax on wealthy university endowments isn’t set to be collected for more than a year, yet schools are working behind the scenes to roll it back.

The CFA Institute has some advice for investors about the main questions they should be asking about the new revenue recognition standard.

Illinois residents could enjoy lower taxes if their squabbling leaders tackle the debt-riddled state’s biggest problem — its massively underfunded pension system. But that’s a big if.

If you thought trading Bitcoin was wild, try figuring out how to pay taxes on it.

Alvin Carlos, co-founder and CEO of District Capital Management, was recognized for his efforts to promote the profession among underprivileged youth.