Retirement

Accountants have a new way to gain the PFS credential, and non-CPAs can get educated too.

The first step may be getting them to figure out what retiring means to them, a panel of CPA financial planners says.

Workers are forced to draw on their 401(k) retirement savings for more immediate needs, according to a new survey by PwC.

Marjorie Jones trusted the man who called to tell her she’d won a sweepstakes prize, saying she could collect the winnings once she paid the taxes and fees.

Never assume that the client understands or knows what you are talking about.

The Internal Revenue Service recently reduced a user fee, modified its policy on issuing opinion and advisory letters, and changed the pre-approved program for cash balance plans.

If your business clients want to reward employees for their loyal service after a five-, 10- or 20-year period and keep them around for longer, a deferred compensation plan can work well.

What happens after busy season is pretty much under your control.

A provider of cloud-based tax and financial planning services recently made its proprietary technology available to independent advisors, accountants and tax professionals.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.