Financial Planning

2nd Story Software, the company that makes TaxAct consumer tax prep software, has introduced a do-it-yourself estate planning software product for drawing up a last will and testament.

Many members of the next generation of retirees are expected to face a large decline in their standard of living when they retire, according to a new report.

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