Financial Planning

Tax-advantaged strategies to fund children's college education continue to offer CPA clients some relief from that heavy financial burden, but their value will vary widely according to each taxpayer's financial picture.

Corporate budgets for salary increases are barely keeping up with the rate of inflation in the U.S. this year, and are projected to fall below 3 percent for the first time in over two decades.

Many U.S. employers intend to restore company 401(k) matches that were suspended or reduced during the market downfall, according to a new survey by HR consultancy Hewitt Associates.

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More than half of CPA financial planners say their wealthy clients are not confident in the stock market, according to a survey by the American Institute of CPAs.

The American College, a nonprofit educational institution that offers various financial services certification programs, is waiving its new-student fee of $130 for anyone who registers for their first course by Feb. 26.

The American Institute of CPAs is offering a CPA-oriented guide on Roth IRA conversions now that the old $100,000 income limit for converting a traditional IRA to a Roth IRA no longer applies.

President Barack Obama and Vice President Joe Biden previewed some of the major themes in the president’s upcoming State of the Union address, including a proposal to increase some tax credits for middle-class families.

The American Institute of CPAs has given its 2009 Personal Financial Planning Distinguished Service Award to financial advisor Beth Gamel.

A new study shows that the majority of Americans think wealth is beyond their reach and it won’t be easier to get rich any time soon.