Financial Planning

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

Crowe Horwath LLP has issued a year-end tax-planning guide with information on income tax deductions, investments, retirement and estate planning and tax rates, along with what to do about the uncertain state of the tax extenders legislation in Congress.

Helping your clients handle market volatility

Grant Thornton LLP offers 10 tax tips for the end of calendar year 2015.

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

The IRS has announced additional annual inflation adjustments for more than 50 tax provisions for 2016, including the tax rate schedules and other tax changes.

National Estate Planning Awareness Week is October 19 to 25, and two New York CPAs have some advice for estate planners and their clients.

U.S. Wealth Management CEO John Napolitano talks about how and when accountants should refer clients to an outside financial planner and work together with the advisor, in an interview with Accounting Today editor-in-chief Dan Hood.

Our weekly roundup of tax-related investment strategies and client-related news.

U.S. Wealth Management CEO John Napolitano discusses the distinctions between financial planning and wealth management for clients, in an interview with Accounting Today editor-in-chief Dan Hood.