Financial planning

More and more, individuals want a single source for tax and financial planning services.

The Financial Accounting Standards Board voted Wednesday to proceed to a final standard on hedge accounting, part of the financial instruments project that FASB had been working on for years with the International Accounting Standards Board before the two boards went their separate ways.

Technical competence isn't the most important thing in establishing a financial planning practice, according to U.S. Wealth Management's John Napolitano.

Financial planners need to plan in advance for the inevitable turn to the bears.

Responses for the annual listing of CPA financial planners by assets under management are due May 12.

Picking the PFP model that fits a firm best requires some self-knowledge.

Interest rate increases and inflation fears are causing a slight decline in the American Institute of CPAs’ Personal Financial Satisfaction Index in the first quarter of the year, despite positive news in the stock market and promises of tax reform.

Financial advisors need to step up to help prevent elder abuse.

The traditional family is no longer so traditional. Increasingly children are living in blended families, bringing complex tax issues to their parents’ accountants.

Investors are increasingly relying on nonfinancial performance information, including disclosures by companies about their environmental, social and governance practices, to make their investing decisions, according to a new survey by Ernst & Young.

The Financial Accounting Standards Board has released an accounting standards update that changes the treatment of the amortization of premiums for purchased callable debt securities, shortening the amortization period for the premium to the earliest call date.

Sikich LLP is expanding its employee benefit services business by acquiring Evolution Retirement Services, a firm based in the Milwaukee area.

CFOs who are also CPAs in Indiana are feeling optimistic about economic growth, particularly in the Hoosier state.

Leaked pages of President Donald Trump’s 2005 tax return offer no new details about his foreign income and business dealings but highlight a tax he’s vowed to abolish.

Tax reform may not be the unalloyed good that investors seem to think it is.

Accountants can help clients achieve their philanthropic goals while preparing their taxes.

The Financial Accounting Standards Board has released an update to improve the financial reporting on pensions and other post-retirement benefits.

Here’s the latest indication Wall Street regulations won’t be gutted anytime soon: Republicans who write financial laws are starting to focus on other things.

The firm has expanded its Wealth Advisory Practice by merging in a Jacksonville group with $350 million in assets under management.