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The Internal Revenue Service has proposed tax relief for money market fund investors in response to concerns about proposed reforms from the Securities and Exchange Commission in the money market industry that could trigger so-called wash sale tax rules.
July 5 -
John Napolitano, chairman and CEO of U.S. Wealth Management, sat down with managing editor Tamika Cody to discuss the mistakes CPAs make when they head into the world of financial planning.
July 3
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Sen. Pat Roberts, R-Kan., and Rep. Tom Price, R-Ga., have introduced legislation in the Senate and the House to block foreign governments from collecting taxes on securities transactions.
July 3 -
Nearly 70 percent of people in the Millennial generation have no retirement plan, according to a new survey.
July 3 -
The Governmental Accounting Standards Board has issued for public comment a proposed statement regarding the transition provisions of GASBs new pension standards for state and local governments with the goal of eliminating a potential source of understatement of restated beginning net position and expense in a governments first year of implementing GASBs new pension accounting standards.
July 2 -
John Napolitano, chairman and CEO of U.S. Wealth Management, sat down with managing editor Tamika Cody to discuss what market trends CPA financial planners should be paying attention to, and the mistakes that firms make when they venture into financial planning.
July 2
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A new research program aimed at uncovering the secrets of success for CPA financial planners
July 1 -
In the lull after filing season, many firms are finding new practice areas to explore
July 1 -
How much should an advisor give away in a social setting before suggesting that an inquirer pay for such information? More broadly, how should planners respond effectively when an acquaintance, friend or relative seeks free advice - or even asks to become a paying client?
July 1 -
The Equal Employment Opportunity Commission is reportedly pressing PricewaterhouseCoopers and other major accounting firms to drop their longstanding mandatory retirement age policies, and the American Institute of CPAs is asking them to stop.
June 28
