Insurance

Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.

Experts share a handful of new and emerging threats that CPA firms should keep an eye out for.

The market for professional malpractice liability insurance is evolving even as the profession evolves.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

Liability insurance experts examine the current landscape of risk.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

Useful tips; pets and tax bills; becoming simply profitable; and other highlights from our favorite tax bloggers.

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.