Financial planning

Add in the complexities of this year’s presidential race, and we have a recipe for uncertainty and fear.

Financial satisfaction of people in the U.S. bounced back strongly in the third quarter, reversing the lows brought on by the coronavirus.

You have five years to get your business-owner clients ready to leave.

The right communication strategy and strong deliverables are key.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

Eleven CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.

The American Institute of CPAs reported Thursday that its Personal Financial Satisfaction Index declined 55 percent in the second quarter of the year, a level not seen since 2015, as the COVID-19 pandemic continued to ravage consumer finances.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

Dozens of millionaires from the U.S. and six other countries have a message for their governments: “Tax us. Tax us. Tax us.”

To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible.

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management -- the question is how you handle them.

Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.

It pays to be a senior executive in a U.S. family office. Private investment firms of rich families there have the greatest number of C-suite executives making more than $396,000 a year.

Could your accounting firm thrive as a multifamily office?

Difficult times hold up a mirror to your practice. What will you see?

Now in its 14th year, the Wealth Magnet report aims to highlight the biggest CPA-financial planners.

The novel coronavirus pandemic is causing the biggest drop in Americans’ financial situation in over a decade.

The financial planning or wealth management business is still evolving into a profession that can be broadly respected and somewhat consistent from practice to practice.

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

CFP exam registrants affected by the closures will be rescheduled for the July 2020 exam, currently scheduled for July 7-14, 2020, at no additional cost.