Financial Planning

Add wealth management to boost your practice’s buyout value.

Samuel Wyly’s lawyer, fighting a $2.2 billion claim by the Internal Revenue Service, told a skeptical judge that his client’s tax planning was “aggressive but not illegal.”

President Barack Obama will propose allowing small businesses to more easily pool 401(k) plans, in the hope that more Americans will adopt a crucial tool to save for retirement.

Most of the proposals that Hillary Clinton and Bernie Sanders have pitched for taxing the rich won’t go anywhere if Republicans keep control of the House of Representatives, as expected.

The Financial Accounting Standards Board has issued two proposed accounting standards updates to improve financial reporting by employers related to defined benefit pension and other post-retirement benefit plans.

Accountants may work with the treasury management function at some corporations, and being able to share information across functions can help executives make better decisions about investments.

Most members of the public want tax preparers tested and licensed -- and want maximum transparency in preparers' fees, according to a survey from the Consumer Federation of America.

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

The American Institute of CPAs is planning to host a combined financial planning and accounting conference called AICPA Engage.

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