Financial planning

Democratic presidential candidate Bernie Sanders introduced legislation that would impose a tax on trades of all stocks, bonds and derivatives in the U.S., a move he says would help curb Wall Street speculation and help finance his campaign promise to provide tuition-free college and cut student debt.

If you have wealthy clients who need these kinds of services, it can be a gold mine for CPAs, according to John Napolitano.

There’s a strategy that’s been useful to help many clients achieve their financial objectives, while providing the tangible security required by the lender.

Adding wealth management is a great way to turbo-charge a practice.

The world’s wealthy are increasingly on the move.

The annual list ranks the top CPA financial planners by assets under management.

A rebound in the stock market in the first quarter of 2019 enabled the index to rebound to an all-new high.

The Democratic presidential candidate is seeking to show young voters she would ease one of their biggest economic burdens.

When it comes to promoting new services, firms want to start by being subtle.

David Knoch, the president of 1st Global, is getting ready for the close of the acquisition of his financial advisory firm by Blucora, the parent company of HD Vest, and is making plans for aligning with a former rival.

Financial planners need to engage with the next generation -- for both their sakes.

Blucora plans to combine HD Vest’s individual tax advisor focus with 1st Global’s institutional, multi-partner focus.

The U.K. taxman is coming under fire over its program giving the wealthy one last opportunity to disclose income or assets stashed in secretive offshore accounts.

New York Assembly Speaker Carl Heastie added momentum to the idea of taxing non-resident owners of multi-million dollar apartments as a way to help pay for billions of dollars of regional transit improvements.

Improving your financial planning practice via mergers and acquistions.

Analysts are more likely to highlight the negatives instead of the positives, according to new research.

You’ve no doubt been offered the opportunity to purchase inexpensive term insurance through your association, but what happens when you get older?

Tax pros share how they discuss preparing for the Golden Years with customers.

Clients' returns raise crucial planning questions.