Financial Planning

CPA and vice president of product strategy at CPA2Biz Greg LaFollette describes how competing cloud vendors can and should work together to help drive CPA adoption.

Investors need greater disclosure of derivatives used for hedging activities at the companies in which they invest if they are to understand the corporations’ risk exposure, according to a new study.

The Internal Revenue Service has released a long-awaited set of rules for correcting employee retirement plans that fail to meet the requirements of the Tax Code.

Fresh from year-end tax planning meetings with clients, we’ve identified four areas where great tax planning and great financial planning collide, specifically for people accumulating wealth.

Initial public offerings are not expected to grow much this year, according to a new study by BDO USA.

I talk about the BBB with my clients a lot. No, this BBB is not the Better Business Bureau; it is the Baby Boomer Bubble.

A recent study finds that, as a general matter, forecasts from stock analysts of corporate earnings in which the numbers are rounded to the nearest zero or five not only prove to be significantly more inaccurate than those that strive for penny precision, but turn out to be significantly more upwardly biased as well.

The rich are different -- and Daszkal Bolton makes the most of it

News and developments from the previous month in financial planning

There are several moving parts and material contingencies that one may encounter on the journey of making sure your clients' wealth lasts for as long as they need it to. For some, having resources last for their own life expectancy is the goal, while for others making assets last for generations is the objective.