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Many estate planners recommend that clients create trusts for various reasons, but problems can arise when the trustee is a family member who has no experience regarding the responsibilities of a trustee.
March 2 -
What makes a successful financial planning practice
February 29 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 25 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 19 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 18 -
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.
February 15 -
During a tax return preparation interview, getting a clients information is a tremendous opportunity to find out the concerns of the client and how you can help.
February 15 -
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.
February 12 -
Congresss 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.
February 8
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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.
February 8
