Financial Planning

The Internal Revenue Service is giving educational institutions a pass if they fail to include the correct taxpayer identification number on a student’s tuition statement form.

Lyle Benson of L.K. Benson & Co., who chairs the AICPA's PFP section, discusses how the next generation of the CPA profession can get into personal financial planning.

Check out the digital edition of the January 2016 issue of Accounting Today.

Democratic presidential front-runner Hillary Clinton will unveil proposals this month that will “go beyond the Buffett Rule” to raise the effective tax rates paid by the wealthiest Americans, she said Saturday.

Lyle Benson of L.K. Benson & Co., who chairs the AICPA's PFP section, discusses why elder planning is both a significant client need and an opportunity for CPAs.

Elevating your clients’ experience during tax season

Many individuals in the United States have IRA accounts. These retirement accounts may be substantial and are often the target of financial planners who are interested in handling and managing the IRA assets, for a fee, of course. This is big business for financial planners.

By now our kids are well into the school year taking part in daily classroom activities. Whether they are learning their A-B-C’s or studying advanced calculus, as parents it is up to us to teach our kids one of life’s many great lessons: money management.

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

The Federal Reserve raised interest rates for the first time in almost a decade in a widely telegraphed move while signaling that the pace of subsequent increases will be “gradual” and in line with previous projections.