Financial Planning

BOOMERS EXPECT TO DELAY RETIREMENT BY FOUR YEARS

There are several ways to serve your clients in the financial planning world. None are wrong or right—but some are definitely better than others.

The Treasury Department and the Internal Revenue Service said Thursday they have extended the deadline beyond April 18 for filing a key tax form for people who died last year.

Nies Financial Group, a financial firm based in Sartell, Minn., will be joining KDV Wealth Management, a regional financial services and CPA firm, effective April 1.

The Financial Planning Coalition has called on Congress to support the Securities and Exchange Commission in establishing a fiduciary standard of care for broker-dealers.

The American Institute of CPAs’ Financial Reporting Executive Committee has published a working draft version of a revised practice aid for valuing equity securities issued as compensation for executives at private companies.

The American Institute of CPAs and the Society for Human Resource Management have introduced a new award for employers with successful financial education programs.

Estate planner Howard Zaritsky has written a new treatise, “Practical Estate Planning in 2011 and 2012,” describing how the 2010 Tax Relief Act affects estate planning strategies.

Warren, Averett, Kimbrough & Marino Wealth Management, an affiliate of CPA and business advisory firm Warren, Averett, Kimbrough & Marino, said it has surpassed the $500 million mark in assets under management.

A new personal budgeting app for the Apple iPad aims to help consumers manage their debts.