Financial Planning

Aronson LLC has acquired SpringReef Partners, a consultancy firm that offers wealth management services to high net worth families.

The Internal Revenue Service has finalized regulations governing certain transfers of property to regulated investment companies and real estate investment trusts.

Governmental Accounting Standards Board chairman David Vaudt talks about his plans as GASB's new leader and the board's agenda for pension standards, post-employment benefits in the retiree health care area, and the need to provide useful information for elected officials and government policymakers, in an interview with Accounting Today editor-in-chief Daniel Hood.

Research shows what drove accounting firms to start offering financial planning services

A roundup of financial planning news from the previous month

You want to be the head coach of your clients' advisors

Congress gave final approval to legislation that would peg the interest rates on government-sponsored student loans to a market-based rate, ensuring that almost 9 million undergraduates will pay 3.86 percent interest on their next loan.

Whether it’s locked in audit and tax preparation systems, time and billing records, or lying dormant in individual Excel files, there’s a huge amount of value in data residing in CPA firms’ information systems simply waiting to be mined and turned into profitability and growth.

About 11 million U.S. students who need to borrow to cover their college costs would pay 3.86 percent on their next loans under legislation now headed for final passage by Congress.

Last month’s Supreme Court decision in U.S. v. Windsor held section 3 of the Defense of Marriage Act to be unconstitutional.