Financial Planning

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.

9 steps to take before and after a divorce, from the experts at HD Vest

Hillary Clinton has rolled out a plan to make college affordable that her presidential campaign has dubbed the New College Compact, enabling students to pay for higher education without taking out costly student loans.

Nearly one-third of U.S. adults believe there is a greater than 50 percent chance they will outlive their savings, according to a new survey.

Check out the digital edition of the August 2015 issue of Accounting Today.

If the beneficiary of a deceased owner of an individual retirement account fails to comply with the post-death required minimum distribution rules and the other post-death IRA distribution rules, then the beneficiary can be subject to penalties from the Internal Revenue Service.

Accounting Today editor-in-chief Dan Hood previews the August issue in this summer camp video.

The U.S. Supreme Court’s recent ruling presents a variety of opportunities for you to assist gay clients and change previous tax filing processes.