Financial planning

This is your clients' time to communicate directly with you: Even the once-per-year tax clients need to interact with you -- so you have two choices.

A municipal bond investor doesn’t think the president and the Republican-led Congress will do away with the incentive given to buyers of state and local government debt.

Female clients are doing a better job than male clients at planning for a breakup, according to a new survey of CPAs.

The U.S. Tax Court began holding hearings this week on a long-running case involving the Internal Revenue Service and pop star Michael Jackson’s estate.

Create a well-thought-out succession plan for your wealth management division that will benefit your family, staff, clients and suppliers.

There are ways around having to pay as much as a 50 percent penalty. Plus, inheriting Roth IRAs and more efficient retirement portfolios.

The broker-dealer has named former Fidelity RIA chief Bob Oros as the long-time veteran's successor.

The Internal Revenue Service has issued a notice outlining special procedures for handling the estates of same-sex couples.

Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.

The Treasury Department is partnering with TaxAct, TaxSlayer and Intuit’s TurboTax to encourage tax filers to open retirement savings plans.

What the government returns can go right into an IRA for added benefits now and in the future. Plus, keep a parent's savings alive, even if they're not.

The American Institute of CPAs has updated the “body of knowledge” document that provides information to CPA financial planners on what they should know about taxes and other matters.

Clients who invest their IRAs in assets such as real estate, precious metals, private equity or virtual currency like bitcoin could be jeopardizing their savings, according to a new GAO report.

Notice says account transcript that includes a transaction code of “421” and the explanation “Closed examination of tax return” can serve as the functional equivalent of an estate tax closing letter.

U.S. Wealth Management CEO John Napolitano discusses in this video the importance of budgeting during one's golden years.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.

Notice alerts taxpayers and practitioners the Service may challenge certain investment schemes as tax avoidance transactions.

The threat posed by passive index-like investing.

The chairman of the House Ways and Means Social Security Subcommittee, Rep. Sam Johnson, R-Texas, has introduced legislation to make changes in Social Security, including raising the retirement age.

Donald Trump must confront major tax issues when deciding what to do with his real estate empire and other businesses in order to avoid conflicts of interest as he assumes the presidency.