Financial planning

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Summer is well underway, and now is a great time to help your clients and their dependents with the tax tips in this slideshow written by Michael Sonnenblick of Thomson Reuters Checkpoint.

There are some tax advantaged ways to help clients pay for expenses for their children this summer.

For some accountants, the only QDRO they will see will be part of their own divorce decree. But for many others, advising on QDROs is a part of their practice.

The Sustainability Accounting Standards Board has published new guidance to help investors use SASB standards to engage better with the companies where they own and manage shares.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Investment bankers are concerned there may be big corrections on the way for “tech unicorns,” private companies valued at over $1 billion, according to a new survey by BDO USA.

Democrats are courting progressive-minded Americans by calling for a tax on Wall Street trades. If the party succeeds, the mom-and-pop investors they’re wooing could bear the brunt.

The Democratic Party’s proposed 2016 platform supports “a financial transaction tax on Wall Street”—but presumptive nominee Hillary Clinton is focused on a narrower approach that isn’t likely to target big banks.

Municipal bonds are becoming concentrated in a fewer number of hands and that may not be good for bondholders and states and local governments.