Financial Planning

Financial advisors need to step up to help prevent elder abuse.

The traditional family is no longer so traditional. Increasingly children are living in blended families, bringing complex tax issues to their parents’ accountants.

Investors are increasingly relying on nonfinancial performance information, including disclosures by companies about their environmental, social and governance practices, to make their investing decisions, according to a new survey by Ernst & Young.

Warren Averett Asset Management and Kinsight have combined to form the biggest fee-only financial planning and investment advisor firm in Alabama, with total assets under management over $2.2 billion.

The Financial Accounting Standards Board has released an accounting standards update that changes the treatment of the amortization of premiums for purchased callable debt securities, shortening the amortization period for the premium to the earliest call date.

Sikich LLP is expanding its employee benefit services business by acquiring Evolution Retirement Services, a firm based in the Milwaukee area.

While it’s not the only consideration, it’s worth looking at how much a potential future home taxes retirees.

What you know isn’t as important as who you know – your clients

Some of the world’s biggest companies are readying their balance sheets for tax-law overhauls before a single bill has been introduced in Congress, trades that can net them millions of dollars in savings if rules are reworked.

Class of '87 graduate Robert Mitchell contributed to the Strome College of Business to help accounting majors.