Financial Planning

While delays in the reporting of corporate earnings are infrequent, they usually are associated with a significant reduction in firm value.

The American Institute of CPAs has written a letter to the Internal Revenue Service asking for guidance on applying the carryover basis rules to estates of taxpayers who died this year.

The 2010 Small Business Jobs Act, enacted on Sept. 27, 2010, provides a new opportunity for Roth 401(k) plan participants to convert their existing 401(k) plan balances into Roth 401(k)s.

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.”