Wealth management

Accountants are really nice people who look for ways to help and better serve clients. Sometimes we present the appearance that we are doing something or are assuming a responsibility that we are not, and this should be avoided. Here are some illustrations:

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

Summer is well underway, and now is a great time to help your clients and their dependents with the tax tips in this slideshow written by Michael Sonnenblick of Thomson Reuters Checkpoint.

There are some tax advantaged ways to help clients pay for expenses for their children this summer.

For some accountants, the only QDRO they will see will be part of their own divorce decree. But for many others, advising on QDROs is a part of their practice.

The Sustainability Accounting Standards Board has published new guidance to help investors use SASB standards to engage better with the companies where they own and manage shares.

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

Investment bankers are concerned there may be big corrections on the way for “tech unicorns,” private companies valued at over $1 billion, according to a new survey by BDO USA.

Democrats are courting progressive-minded Americans by calling for a tax on Wall Street trades. If the party succeeds, the mom-and-pop investors they’re wooing could bear the brunt.

The Democratic Party’s proposed 2016 platform supports “a financial transaction tax on Wall Street”—but presumptive nominee Hillary Clinton is focused on a narrower approach that isn’t likely to target big banks.

Municipal bonds are becoming concentrated in a fewer number of hands and that may not be good for bondholders and states and local governments.

The Internal Revenue Service has released new procedures for shareholders that want the IRS’s automatic consent for changing to or from the net asset value method of accounting for gains or losses on shares in a money market fund.

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

Retirement plans are often considered strategic advantages for businesses, yet many small businesses do not offer their employees 401(k) plans. As an accountant, this is a discussion you can have with your business clients, to help them understand the value of retirement plans and how they can build upon the success of their company.

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

Common mistakes clients and planners make

What the IRS giveth, the IRS taketh away. At age 70½, the bill comes due on all those tax-deferred savings accounts we’ve been building, and this week the oldest baby boomers will begin to reach that finish line—with many millions more to follow.

U.S. stocks plunged the most in 10 months, joining a selloff in global risk assets on speculation that the U.K. decision to leave the European Union will hamper worldwide growth.

Roomy Khan, a technology executive and financial analyst who helped convict Galleon Group founder Raj Rajaratnam on fraud charges, told a group of fraud examiners last week about how she became enmeshed in the insider trading scheme.

Clients often seek counsel from their accountants and financial planners regarding proper life insurance coverage, especially when a policy might be used to secure family income or protect financial assets.