Financial planning

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.

Many CPAs are involved with estate planning and need to determine the assets and liabilities of a client.

Why would anyone spend $24 million to buy a 1 percent stake in the New York Yankees? Minority ownership seems like a lose-lose proposition: A lot of money for very little power. For wealthy sports fans, though, it’s cool—and can be one heck of a tax shelter.

Exencial Wealth Advisors, a wealth management firm based in Plano, Texas, has acquired San Antonio, Texas-based Netting & Pace, CPAs, an accounting and wealth management firm.

When one dies owning commercial or rental residential real estate, a cost segregation study can be a highly effective tool for reducing the estate’s tax burden.

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

The Labor Department finalized an amended version of its fiduciary rule, providing wealth management firms a lengthier timeline for implementation as well as more relaxed requirements for the best interest contract exemption.

Leaked files from a Panama law firm that creates shell companies show that politicians, criminals and celebrities worldwide have used banks and shadow companies to hide their finances, according to a series of reports by the International Consortium of Investigative Journalists.

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

Some time ago I had breakfast with a client who was not able to make ends meet but was fortunate to have his brother-in-law send him monthly checks so he and his wife could get by without any pressure.

A half-hearted approach is not enough for these services