Financial planning

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.

This is your clients' time to communicate directly with you: Even the once-per-year tax clients need to interact with you -- so you have two choices.

A municipal bond investor doesn’t think the president and the Republican-led Congress will do away with the incentive given to buyers of state and local government debt.

Female clients are doing a better job than male clients at planning for a breakup, according to a new survey of CPAs.

The U.S. Tax Court began holding hearings this week on a long-running case involving the Internal Revenue Service and pop star Michael Jackson’s estate.

Create a well-thought-out succession plan for your wealth management division that will benefit your family, staff, clients and suppliers.

There are ways around having to pay as much as a 50 percent penalty. Plus, inheriting Roth IRAs and more efficient retirement portfolios.

The broker-dealer has named former Fidelity RIA chief Bob Oros as the long-time veteran's successor.

The Internal Revenue Service has issued a notice outlining special procedures for handling the estates of same-sex couples.

Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.

The Treasury Department is partnering with TaxAct, TaxSlayer and Intuit’s TurboTax to encourage tax filers to open retirement savings plans.

What the government returns can go right into an IRA for added benefits now and in the future. Plus, keep a parent's savings alive, even if they're not.

The American Institute of CPAs has updated the “body of knowledge” document that provides information to CPA financial planners on what they should know about taxes and other matters.

Clients who invest their IRAs in assets such as real estate, precious metals, private equity or virtual currency like bitcoin could be jeopardizing their savings, according to a new GAO report.

Notice says account transcript that includes a transaction code of “421” and the explanation “Closed examination of tax return” can serve as the functional equivalent of an estate tax closing letter.

U.S. Wealth Management CEO John Napolitano discusses in this video the importance of budgeting during one's golden years.