Financial planning

Given the size and number of tax changes proposed by the Biden administration, it’s no wonder advisors face challenges in helping clients prepare for the year ahead.

A new year offers a chance for a new start with clients.

UHY tax principal Thérèse Wolfe says Generation X is sandwiched between the needs of their aging parents and those of their college-debt burdened children — and they need help to handle the financial burdens.

With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.

The company's offering is aimed at wealth management and accounting firms supporting high-net-worth clients.

But the IRS would need more resources, writes Natasha Sarin, an assistant professor of law at UPenn.

The service is working to identify 9 million individuals who haven't filed a return.

DAFs offer tax advantages, legacy planning options and flexibility that other giving vehicles can’t.

It's time to re-evaluate the structure of your accounting firm’s wealth management practice.

Add in the complexities of this year’s presidential race, and we have a recipe for uncertainty and fear.

Financial satisfaction of people in the U.S. bounced back strongly in the third quarter, reversing the lows brought on by the coronavirus.

You have five years to get your business-owner clients ready to leave.

The right communication strategy and strong deliverables are key.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

Eleven CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.

The American Institute of CPAs reported Thursday that its Personal Financial Satisfaction Index declined 55 percent in the second quarter of the year, a level not seen since 2015, as the COVID-19 pandemic continued to ravage consumer finances.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

Dozens of millionaires from the U.S. and six other countries have a message for their governments: “Tax us. Tax us. Tax us.”

To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible.

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management -- the question is how you handle them.