Financial Planning

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.

U.S. Wealth Management CEO John Napolitano describes how CPA financial planners can leverage tax season meetings.

Democratic presidential candidate Hillary Clinton’s call Tuesday to increase taxes on the wealthy and close “loopholes” didn’t address the candidate’s own moves to shield at least part of the value of her New York home from the estate tax.

Billionaire John Paulson’s New York hedge fund firm has shut an operation in Bermuda that had been targeted by a Democratic lawmaker as a tax shelter.

Members of the consulting firm Family Office Metrics have joined Ernst & Young LLP’s Family Office Advisory services team.

Everyone can agree that better financial analysis is a good thing for business leaders.

John Napolitano of U.S. Wealth Management talks about what it takes for CPAs to succeed in financial planning.

Rep. Tom Reed, R-N.Y., has proposed to require nonprofit colleges and universities to dedicate 25 percent of their annual endowment income to financial aid. If they don’t, they could lose their tax-exempt status.

Former billionaire entrepreneur Samuel Wyly told a federal judge that he filed for bankruptcy to avoid burdening his children with a $2 billion claim by the Internal Revenue Service.