Financial planning

Capital markets executives at leading investment banks have conflicting views on the recently enacted JOBS Act, according to a new study by accounting and consulting firm BDO USA LLP.

Retiring Baby Boomers are driving development of new financial products

Before saying, “I do,” 78 percent of couples have discussed their personal finances, according to a new survey.

Seventy-seven percent of private equity firm predict there will be more attractive investment opportunities in 2012 than in 2011, according to a new survey by Rothstein Kass.

I’m no fan of complexity, in taxes or any other area. But, as in most situations, there’s a silver lining.

Former Senator Christopher Dodd, D-Conn., ushered the landmark financial reform legislation through the Senate in 2010 before retiring from his 30-year distinguished career in that chamber. He is now chairman and CEO of the Motion Picture Association of America.

The American Institute of CPAs is asking Congress to make permanent changes in the estate tax as soon as possible to provide certainty to taxpayers before the current rates and rules expire at the end of the year.

A new study has found that while women are more conservative with their finances than men, 63 percent still believe their financial planning needs improvement.

Investment fraud and financial exploitation of senior citizens are getting worse, according to a new survey.

Advising entrepreneurial clients is rarely easy work for planners, especially when it comes to dealing with warring members of a family owned business.

Accounting Today is now accepting submissions for its annual Wealth Magnets list of the top CPA firms ranked by assets under management

A House subcommittee held a hearing to consider what impact the return of a higher estate tax rate in 2013 would have on small businesses.

One accounting firm's approach to integrating financial planning as a service line

New trends in helping your clients save for their children's education

Thomson Reuters has published the 2012 edition of its Estate Planning Guide to help accountants, lawyers, estate planners, trust officers and financial advisors market the estate services at their firms.

Fifty-six percent of workers plan to work past age 65 and 54 percent said they plan to continue working after they retire, according to a recent survey.

The New York State Society of CPAs said the Internal Revenue Service should provide safe harbor guidelines for transferring property from one irrevocable trust to another, a process known as a trust decanting.

Financial advisors believe traditional diversification and portfolio construction techniques need replacement, and are questioning the relevance of time-honored asset allocation strategies that rely on a 60/40 mix of stocks and bonds and long-term, buy-and-hold approaches, according to a new study.

Private equity firms are helping with employment growth, according to a new survey by accounting firm McGladrey LLP.

The New York State Society of CPAs has written to the Internal Revenue Service asking for a simplified method of electing deferral of U.S. taxation on Canadian Registered Retirement Savings Plans.