Financial Planning

Naming a trust as an IRA beneficiary may offer many benefits. If drafted properly, a trust can protect the account from creditors and reduce the risk that money will be mishandled.

The American Institute of CPAs’ Employee Benefit Plan Audit Quality Center has released an advisory document on the importance of hiring a quality auditor to perform employee benefit plan financial statement audits, along information to help select a quality auditor.

The International Accounting Standards Board has launched a new program in tandem with some of the largest financial firms in a bid to elicit closer ties with investors and investment firms.

Prompter disclosure of corporate audit fees would help investors, according to a new study that found sudden increases in audit fees may be a sign of trouble at companies.

U.S. Wealth Management CEO John Napolitano offers strategies for boosting your financial planning practice.

As 2014 winds down, you may be able to help your clients kill two birds with one stone by combining routine portfolio rebalancing with tax loss harvesting.

The keys to success in personal financial planning

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

With the holidays upon us and tax season almost here, now is the perfect time to check in with your clients to discuss their gift-giving plans for the rest of the year.

U.S. Wealth Management CEO John Napolitano describes how accounting firms and broker-dealers can best leverage their relationships, in an interview with Accounting Today editor-in-chief Daniel Hood.