Financial planning

Billionaire John Paulson’s New York hedge fund firm has shut an operation in Bermuda that had been targeted by a Democratic lawmaker as a tax shelter.

Members of the consulting firm Family Office Metrics have joined Ernst & Young LLP’s Family Office Advisory services team.

Everyone can agree that better financial analysis is a good thing for business leaders.

John Napolitano of U.S. Wealth Management talks about what it takes for CPAs to succeed in financial planning.

Rep. Tom Reed, R-N.Y., has proposed to require nonprofit colleges and universities to dedicate 25 percent of their annual endowment income to financial aid. If they don’t, they could lose their tax-exempt status.

An overview of the history and valuation methods for S Corporations.

The wild swings in the financial markets this week due to the fallout from Chinese stocks could be prompting some anxious calls from investors to their CPA.

Lyle Benson of L.K. Benson & Co., who chairs the AICPA's PFP section, discusses how the next generation of the CPA profession can get into personal financial planning.

Check out the digital edition of the January 2016 issue of Accounting Today.

Lyle Benson of L.K. Benson & Co., who chairs the AICPA's PFP section, discusses why elder planning is both a significant client need and an opportunity for CPAs.

Elevating your clients’ experience during tax season

Many individuals in the United States have IRA accounts. These retirement accounts may be substantial and are often the target of financial planners who are interested in handling and managing the IRA assets, for a fee, of course. This is big business for financial planners.

By now our kids are well into the school year taking part in daily classroom activities. Whether they are learning their A-B-C’s or studying advanced calculus, as parents it is up to us to teach our kids one of life’s many great lessons: money management.

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

The Federal Reserve raised interest rates for the first time in almost a decade in a widely telegraphed move while signaling that the pace of subsequent increases will be “gradual” and in line with previous projections.

The Tax Court has decided that media mogul Sumner Redstone’s 1972 transfer of stock to a trust set up for his two children was a taxable gift, but declined to impose a penalty for fraud, negligence, or failure to timely file.

Capital markets executives are divided on the question of whether there will be more initial public offerings on U.S. exchanges next year, according to a new study by BDO USA.

December 31 is the last day for small business owners to open and start funding a 401(k) plan, and there are many tax benefits in a 401(k) that accountants should discuss with their business clients before the year is over.

Michael Sonnenblick of Thomson Reuters discusses how tax loss harvesting can help investors save on taxes, along with some of the risks.

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