Financial planning

Many accountants and valuation experts are anxiously attempting to predict the contents of the revised Section 2704 regulations from the IRS on the valuation of family limited partnerships and other family-controlled entities.

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

As we get closer to the end of yet another year, it’s time to tie up the loose ends and implement tax-saving strategies.

Check out the digital edition of the November 2015 issue of Accounting Today.

It’s never too late in the year for you and your clients to get ready for next tax season.

MyRA, the Obama administration's free, guaranteed-return starter retirement account, launched nationwide today.

The American Institute of CPAs’ Financial Reporting Executive Committee has released for comment working drafts of revenue recognition implementation issues it has identified for the aerospace and defense industry and the investment asset management industry.

KPMG LLP has acquired all of G2 FinTech’s U.S. tax software and intellectual property, including G2’s main product, TaxGopher.

The Securities and Exchange Commission adopted final rules Friday to allow companies to offer and sell securities through crowdfunding.

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

Crowe Horwath LLP has issued a year-end tax-planning guide with information on income tax deductions, investments, retirement and estate planning and tax rates, along with what to do about the uncertain state of the tax extenders legislation in Congress.

Helping your clients handle market volatility

Grant Thornton LLP offers 10 tax tips for the end of calendar year 2015.

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

National Estate Planning Awareness Week is October 19 to 25, and two New York CPAs have some advice for estate planners and their clients.

U.S. Wealth Management CEO John Napolitano talks about how and when accountants should refer clients to an outside financial planner and work together with the advisor, in an interview with Accounting Today editor-in-chief Dan Hood.

Our weekly roundup of tax-related investment strategies and client-related news.

U.S. Wealth Management CEO John Napolitano discusses the distinctions between financial planning and wealth management for clients, in an interview with Accounting Today editor-in-chief Dan Hood.

The Social Security Administration confirmed Thursday there will not be a cost of living increase for 2016 due to declines in consumer prices.

U.S. Wealth Management CEO John Napolitano discusses how accountants can talk with their financial planning clients about the recent swings in the stock markets, in an interview with Accounting Today editor-in-chief Dan Hood.