Financial Planning

Between legislative changes and proposed rules and guidance issued by government agencies at the federal, state, and local levels, business owners have a lot of red tape to navigate and understand.

The Internal Revenue Service's decision not to update mortality assumptions to reflect today's higher life expectancy could help corporate pension plan sponsors save at least $18 billion in 2016 as they continue to calculate minimum funding contributions according to outdated models, according to a new report from Moody's Investors Service.

Looking for planning prospects in your client base? Start with these four groups.

If you have discussed the idea of setting up a family limited partnership with any of your clients in the past, now might be a good time to revisit the subject.

The Standard & Poor’s 500 Index fell into a correction for the first time since 2011 in one of the most volatile trading days ever, as a rout in global equity markets deepened.

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

Finding the right financial advisor for your clients

Has there ever been a time in your life when opportunity knocked and you ignored it? Right now, there’s an industry opportunity with three letters: CPA. Are you ready to open the door and expand your CPA practice?

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

The Internal Revenue Service has issued final regulations for determining a taxable beneficiary’s basis in a term interest in a charitable remainder trust upon a sale or other disposition of all interests in the trust, to the extent that basis consists of a share of adjusted uniform basis.