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Broker-dealer network Cetera Financial Group has launched a new tool called RightBridge that aims to help tax and accounting professionals uncover new opportunities with their financial planning clients.
March 9 -
Audit committee oversight, mergers and acquisitions, currency risk, cybersecurity, foreign currency risk and executive compensation are among the big topics likely to dominate annual shareholder meetings this spring, according to BDO USA.
March 8
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Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
March 6 -
The American Institute of CPAs is asking the Treasury Department to provide tax relief to the cross-border savings accounts of U.S. and Canadian citizens.
March 4 -
Ernst & Young LLP has introduced eFinancial Wellness, a financial planning and financial education service for small to midsize businesses.
March 3 -
Many estate planners recommend that clients create trusts for various reasons, but problems can arise when the trustee is a family member who has no experience regarding the responsibilities of a trustee.
March 2 -
What makes a successful financial planning practice
February 29 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 25 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 19 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 18 -
Private equity fund managers are looking to act conservatively in the coming year as investors continue to fret about the economy, according to a new survey by BDO USA.
February 15 -
During a tax return preparation interview, getting a clients information is a tremendous opportunity to find out the concerns of the client and how you can help.
February 15 -
The Internal Revenue Service has again delayed the deadline for reporting the basis of property distributed from the estate of a decedent until March 31.
February 12 -
Congresss passage of legislation last December making many expired tax breaks permanent adds an extra measure of certainty for tax preparers helping their clients with tax planning this year.
February 8 -
John Napolitano of U.S. Wealth Management discusses how building a financial planning practice can help with exit strategies and succession planning for accounting firms in this video.
February 8
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Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 6 -
A large number of important tax changes go into effect this year. Many were ushered in by the Protecting Americans from Tax Hikes (PATH) Act of 2015, although legislation enacted earlier in 2015 and in 2014 also contributed a fair share. Still other changes are the result of various administrative pronouncements by the IRS.
February 5 -
Sen. Ron Wyden, D-Ore., the ranking Democrat on the Senate Finance Committee, along with a group of other Senate Democrats, have introduced legislation to make the Saver's Credit into a refundable tax credit to help more working families and middle-class Americans save for retirement.
February 5 -
The American Institute of CPAs has sent comments to the Internal Revenue Service and the Treasury Department asking for changes in the IRSs draft Form 8971, Information Regarding Beneficiaries Acquiring Property from a Decedent, and draft instructions.
February 1 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
January 30
