Financial Planning

Many Individual Retirement Account holders die without having consumed the account balances; therefore, beneficiaries will be entitled to the balance.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Investors have been taught by our elders since time immemorial to live by the adage, “Buy low, sell high.”

To really know your clients, you need to know their loved ones

The Internal Revenue Service has released final regulations providing guidance to private foundations on program-related investments.

Accounting Today is in the midst of collecting submissions for its 2016 ranking of the Top Firms by AUM.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Last week the Tax Court, in a case of first impression, ruled that payments made by a decedent through a trust to pay premiums on life insurance policies obtained to fund buy-sell agreements should not be regarded as loans still owed to her estate.

Rep. Sander Levin, D-Mich., the ranking member of the tax-writing House Ways and Means Committee, and other House Democrats introduced legislation Wednesday to restore the estate tax and gift tax rate and exemption level to the same amounts as in 2009.

Financial stress rates for U.S. workers are among the highest they have been over the last five years, as workers contend with greater financial burdens and debt, according to a new survey by PricewaterhouseCoopers.