Financial Planning

The U.S. House of Representatives voted to loosen restrictions on tax incentives for education savings, expanding a program that President Barack Obama wanted to limit.

The American Institute of CPAs is expressing support for a proposed accounting standards update that would require investment companies that act as “feeder funds” for other investment companies to provide better disclosures of those investments on their financial statements.

President Barack Obama threw the weight of the White House behind an effort that would make it harder for brokers to push higher-fee mutual funds or other expensive products on people saving for retirement.

An increasing number of Americans over the past year reported some improvement on saving for the future, according to a new survey.

When was the last time you saw an auditorium, full of experts, get truly excited about tax theory?

Wages grew slightly in the fourth quarter, particularly for people who switched jobs, according to a new report from payroll giant ADP.

The American Institute of CPAs sent a comment letter Friday to the Internal Revenue Service about two interpretive issues.

The House of Representatives voted to revive three U.S. tax breaks that encourage charitable giving in a bipartisan challenge to President Barack Obama’s threat to veto the measure.

The House Ways and Means Committee voted to expand college savings tax incentives that President Barack Obama proposed limiting earlier this year.

It may make for grim reading, but the American Institute of CPAs has just issued guidance on new mortality tables from an actuarial group.