-
The American Institute of CPAs is asking the Treasury Department to provide tax relief to the cross-border savings accounts of U.S. and Canadian citizens.
March 4 -
Ernst & Young LLP has introduced eFinancial Wellness, a financial planning and financial education service for small to midsize businesses.
March 3 -
Many estate planners recommend that clients create trusts for various reasons, but problems can arise when the trustee is a family member who has no experience regarding the responsibilities of a trustee.
March 2 -
What makes a successful financial planning practice
February 29 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 25 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 19 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 18 -
Private equity fund managers are looking to act conservatively in the coming year as investors continue to fret about the economy, according to a new survey by BDO USA.
February 15 -
During a tax return preparation interview, getting a clients information is a tremendous opportunity to find out the concerns of the client and how you can help.
February 15 -
The Internal Revenue Service has again delayed the deadline for reporting the basis of property distributed from the estate of a decedent until March 31.
February 12