Financial Planning

The Internal Revenue Service and the Treasury Department have issued a set of proposed regulations on the 3.8 percent Net Investment Income Tax that takes effect next year as a result of the health care reform law, along with a FAQ page with questions and answers.

The recession had little effect on the low participation rate of small business owners in signing up for retirement plans, according to a pair of new studies from the U.S. Small Business Administration.

The International Valuation Standards Council has released a discussion paper seeking views on the need for improved standards for valuation of investment property.

John Azodi teaches CPAs the value of financial planning

Highlights from the world of financial planning in the previous month

Research tells us that 90 percent of heirs will reject their parents' financial advisors, and 70 percent of widows will change advisors after their husband's death. Can you afford that level of loss?

It’s that time of the year again. We have tweeted, connected, pinned, blogged and vlogged our way through 2012 – and now it’s time to look at what’s on accounting marketers’ bucket lists for 2013!

GMI Ratings has compiled a second “Black Swan Risk List” identifying 40 North American companies with the highest risk of major drops in share prices within the next six months.

The Great recession of 2007-2010 wiped out almost 40 percent, or two decades worth, of Americans’ wealth, the Federal Reserve said earlier this year. This shift in wealth will have a major impact across all aspects of family and wealth, not only for the middle class but also for wealthier people and business owners.

Adult children and their parents struggle to communicate on key financial topics that include retirement planning, providing care for elderly parents and inheritance strategies, according to a new study by Fidelity Investments.