Financial planning

Now that it’s springtime and the birds are chirping, it’s important for your tax clients to consider education-related expenses when applying for federal financial aid.

Public companies in the U.S. are doing more to burnish the results they present to investors than ever before. It isn’t working.

Last month, the U.S. Department of Labor issued the final fiduciary rule, which significantly affects advisors who render investment advice to Individual Retirement Account owners.

The Internal Revenue Service has released final regulations for disbursements from Roth individual retirement accounts, removing the allocation rule for disbursements from designated Roth accounts to multiple destinations.

Sen. Ron Wyden, D-Ore., the ranking Democrat on the Senate Finance Committee, released a legislative discussion draft Wednesday to lay the groundwork for tax reform in the area of financial derivatives.

Former billionaire Sam Wyly may have been hoping for a better outcome on his home turf as a Texas judge weighed tax-evasion claims related to the fraud trial he lost in New York two years ago. He didn’t get it.

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

A bipartisan group of lawmakers in both the House and Senate are asking the Internal Revenue Service and the Treasury Department to remove the barriers to providing tax-exempt refinancing options for student debt.

The Internal Revenue Service has issued a notice and revenue procedure on requirements for investing in money market funds.

Many Individual Retirement Account holders die without having consumed the account balances; therefore, beneficiaries will be entitled to the balance.

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

Investors have been taught by our elders since time immemorial to live by the adage, “Buy low, sell high.”

To really know your clients, you need to know their loved ones

The Internal Revenue Service has released final regulations providing guidance to private foundations on program-related investments.

Accounting Today is in the midst of collecting submissions for its 2016 ranking of the Top Firms by AUM.

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

Last week the Tax Court, in a case of first impression, ruled that payments made by a decedent through a trust to pay premiums on life insurance policies obtained to fund buy-sell agreements should not be regarded as loans still owed to her estate.

Rep. Sander Levin, D-Mich., the ranking member of the tax-writing House Ways and Means Committee, and other House Democrats introduced legislation Wednesday to restore the estate tax and gift tax rate and exemption level to the same amounts as in 2009.

Financial stress rates for U.S. workers are among the highest they have been over the last five years, as workers contend with greater financial burdens and debt, according to a new survey by PricewaterhouseCoopers.

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