Financial planning

The Internal Revenue Service has issued a notice delaying the estate basis reporting due date from March 31 until June 30, 2016.

Close to half of U.S. investors assess their broader wealth and financial situation during tax season, according to a new survey.

Most clients who utilize accounting firms to prepare their tax returns make charitable contributions. Many do so in a tax-efficient manner by donating appreciated securities directly to charities or utilizing donor-advised funds through which they make their grants.

The world’s largest banks are incorrectly accounting for their swaps trades, locking up money that could otherwise be paid out as dividends to their shareholders, according to a bold new academic paper.

The Financial Accounting Standards Board’s Emerging Issues Task Force has issued an accounting standards update on the effect of derivative contract novations on existing hedge accounting relationships.

Many forward-thinking companies are giving their employees access to financial wellness services to help them make sense of their finances.

John Napolitano shares some of the keys to successfully growing a wealth management practice.

Broker-dealer network Cetera Financial Group has launched a new tool called RightBridge that aims to help tax and accounting professionals uncover new opportunities with their financial planning clients.

Audit committee oversight, mergers and acquisitions, currency risk, cybersecurity, foreign currency risk and executive compensation are among the big topics likely to dominate annual shareholder meetings this spring, according to BDO USA.

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