Financial planning

We all use the cliché that we give the clients the best we've got, but what does it really mean?

Guiding your clients into and through their post-work life

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

The Internal Revenue Service unveiled a new procedure Wednesday to help people who accidentally miss the 60-day time limit for rolling over their retirement plan distributions into another qualified retirement plan or individual retirement account.

Most people have never heard of the alternative minimum tax, and those that have probably would love to forget about it and wish that it would just go away.

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

Employer anxiety about offering you a 401(k) plan is rising rapidly, and for potentially good—and expensive—reasons. Class-action lawyers are targeting a wider variety of alleged breaches of fiduciary duty in retirement offerings and suing a broader range of entities, including college and university 403(b) plans.

Longer lives and the prospect of weaker investment returns mean millennials will probably have to save more money, over a longer period of time, than their parents and grandparents.

For several decades, estate planners have been using entities such as family limited partnerships or family limited liability companies as an estate planning tool.

The Internal Revenue Service has issued a revenue procedure saying a charitable remainder annuity trust that includes a sample provision in its governing agreement won’t be subject to a test that could disqualify it.

Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective relic, and to reset his own presidential campaign after a string of missteps.

With the start of school just around the corner, taxpayers should be aware of the following tax breaks and deductions available for qualifying expenses, according to the audit defense service TaxAudit.com.

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

John Napolitano of U.S. Wealth Management describes in this video some of the common mistakes made by CPAs who provide financial planning services for their clients.

The Treasury Department and the Internal Revenue Service have issued proposed regulations that would eliminate a tax-planning strategy for minimizing estate and gift taxes.

U.S. Wealth Management CEO John Napolitano discusses in this video common mistakes made by personal financial planning clients, such as not properly identifying their assets.

Many taxpayers have multiple Individual Retirement Accounts and 401(k) accounts, and as the baby boom generation enters its retirement years, more clients than ever are going to need advice from a tax professional about how to handle the complicated rules for required minimum distributions from the accounts once they finally retire.

Tax practitioners and their baby boomer clients are beginning to cope with a monumental financial and tax event—the onset of required minimum distributions from traditional IRAs and qualified plans.

John Napolitano of U.S. Wealth Management discusses in this video how to distinguish your best personal financial planning clients from the others.

Dealing with your clients’ other advisors