Insurance

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.

The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

The AICPA's professional liability insurer will cover client services related to the Corporate Transparency Act's beneficial ownership information reporting requirement.

What you don't know can hurt you as it pertains to your clients as well as your own life insurance portfolio.

ART programs provide a number of benefits, including more control over premiums and a more stable renewal process. However, the tax consequences require a thorough vetting.

More working Americans have a health savings account, but many are not using them to their fullest potential.

Stephen Vono and John Raspante of McGowan Pro look at the new areas that are sparking claims against firms — and the tools they can use to protect themselves.

An inside look at nine of the top programs protecting accounting practices.

As part of our 2023 Malpractice Liability Insurance Buyer's Guide, experts weigh in on the risks accountants are facing

There will always be both business owners and individuals who drag their feet on different elements of their financial planning.

Some worry the proposed regulations could make it more difficult for small and midsized businesses to obtain coverage in case of disaster.

Three experts share the hot-button issues in malpractice liability for accountants — and key ways to protect a firm.

An insurance consulting firm that's part of Top 100 Firm Katz Sapper Miller is growing by buying another firm's insurance regulatory practice.

The Treasury Department said Friday they will be issuing rules for prescription drug makers and importers about a new tax imposed by the IRA.