Financial Planning

Private equity fund managers are looking to act conservatively in the coming year as investors continue to fret about the economy, according to a new survey by BDO USA.

During a tax return preparation interview, getting a client’s information is a tremendous opportunity to find out the concerns of the client and how you can help.

The Internal Revenue Service has again delayed the deadline for reporting the basis of property distributed from the estate of a decedent until March 31.

Congress’s passage of legislation last December making many expired tax breaks permanent adds an extra measure of certainty for tax preparers helping their clients with tax planning this year.

John Napolitano of U.S. Wealth Management discusses how building a financial planning practice can help with exit strategies and succession planning for accounting firms in this video.

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

A large number of important tax changes go into effect this year. Many were ushered in by the Protecting Americans from Tax Hikes (PATH) Act of 2015, although legislation enacted earlier in 2015 and in 2014 also contributed a fair share. Still other changes are the result of various administrative pronouncements by the IRS.

Sen. Ron Wyden, D-Ore., the ranking Democrat on the Senate Finance Committee, along with a group of other Senate Democrats, have introduced legislation to make the Saver's Credit into a refundable tax credit to help more working families and middle-class Americans save for retirement.

The American Institute of CPAs has sent comments to the Internal Revenue Service and the Treasury Department asking for changes in the IRS’s draft Form 8971, Information Regarding Beneficiaries Acquiring Property from a Decedent, and draft instructions.

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