Financial Planning

A half-hearted approach is not enough for these services

While it has been around in a variety of forms since 1993, the exclusion for Qualified Small Business Stock Gains under section 1202 of the Tax Code didn’t really come into its own as a tax benefit until the exclusion rate increased to 100 percent in 2010.

Joe DeSilva of ADP explains how accountants can help their small business clients set up a retirement plan, in an interview with Dan Hood of Accounting Today.

The Internal Revenue Service has issued a notice delaying the estate basis reporting due date from March 31 until June 30, 2016.

Close to half of U.S. investors assess their broader wealth and financial situation during tax season, according to a new survey.

Most clients who utilize accounting firms to prepare their tax returns make charitable contributions. Many do so in a tax-efficient manner by donating appreciated securities directly to charities or utilizing donor-advised funds through which they make their grants.

The world’s largest banks are incorrectly accounting for their swaps trades, locking up money that could otherwise be paid out as dividends to their shareholders, according to a bold new academic paper.

The Financial Accounting Standards Board’s Emerging Issues Task Force has issued an accounting standards update on the effect of derivative contract novations on existing hedge accounting relationships.

Many forward-thinking companies are giving their employees access to financial wellness services to help them make sense of their finances.

John Napolitano shares some of the keys to successfully growing a wealth management practice.