Financial Planning

IMGCAP(1)]Tax advisors often recommend that investors purchase municipal bonds issued in the state where they reside to avoid state and local taxes on the interest income. However compelling this strategy may appear, it also results in increased risk.

Emerging Information Systems Inc. has introduced new versions of its NaviPlan Select, Profiles Professional and Profiles Forecaster financial planning software.

The Internal Revenue Service has published guidance relating to rollovers from 401(k) plans to designated Roth accounts in the same plan.

Sage North America has partnered with Plan Administrators, Inc. to create Retirement Services for Sage Customers, offering 401(k) plans to Sage Peachtree customers and other small businesses in the market for an employee savings plan.

IMGCAP(1)]If your clients who are closing in on retirement, planning for the day they leave the workforce is probably at the top of their minds. But retirement planning is critical at any age. It’s never too early to begin putting a retirement savings strategy in place for your clients.

The Securities and Exchange Commission has voted to propose new rules to strengthen the SEC's oversight of investment advisers and fill important gaps in the regulatory landscape.

The American Institute of CPAs has submitted comments on the Securities and Exchange Commission’s proposed rules on “family offices,” and given the SEC its suggestions on how to define “family clients.”

Wolters Kluwer Law & Business has introduced a QuickCharts tool that helps professionals keep up to date with new rule-making and regulations that arise from the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.

A bipartisan task force has issued a plan to cut the size of the national debt and the federal budget deficit through taxes and other means.

As the economy slowly inches back toward a recovery of sorts, several of the nation's top broker-dealers and financial services firms are revving their recruiting engines and driving them toward the CPA market in hopes of increasing their partnerships with accounting firms and practitioners.