Financial Planning

The Financial Planning Coalition submitted a letter to the Securities and Exchange Commission saying it would "vigorously oppose" attempts to weaken the fiduciary standard for broker-dealers and submitted research showing a client-first standard does not limit advice to “mass market” clients.

The Financial Accounting Standards Board is issuing a new accounting standards update on Monday that defers indefinitely certain disclosures about investments held by nonpublic employee benefit plans in their plan sponsors’ own nonpublic equity securities.

Check out the digital edition of the July 2013 issue of Accounting Today.

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.

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.

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.

Nearly 70 percent of people in the Millennial generation have no retirement plan, according to a new survey.

The Governmental Accounting Standards Board has issued for public comment a proposed statement regarding the transition provisions of GASB’s 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 government’s first year of implementing GASB’s new pension accounting standards.

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.

A new research program aimed at uncovering the secrets of success for CPA financial planners