Wealth management

Top 100 Firm Marcum LLP’s Lesbian, Gay, Bisexual & Transgender Practice has released a list of top tax planning tips for married same-sex couples to help guide them on what they will need to file taxes since the federal government officially recognized same-sex marriage for tax purposes.

The digital edition of the December 2013 issue of Accounting Today is now available.

Nonprofit-focused accounting software maker Serenic Corporation is now offering free trials of Serenic Navigator Express, a cloud-based version of the company’s flagship accounting product designed to track multiple funds, manage expenses against budgets, and produce timely, accurate reports.

U.S. Wealth Management chairman and CEO John Napolitano discusses the unappreciated qualities that make up a great financial planner, in an interview with Accounting Today editor-in-chief Daniel Hood.

The Securities and Exchange Commission charged Fifth Third Bank’s holding company, Fifth Third Bancorp, on Wednesday and its former chief financial officer, with improper accounting of commercial real estate loans during the financial crisis.

A roundup of financial planning news from the previous month

Identifying the qualities of a top-notch financial planner

The Public Company Accounting Oversight Board plans to hold a meeting next Wednesday to discuss re-proposing a requirement for auditing firms to disclose in the auditor’s report the names of the engagement partner and certain other participants in the audit.

The Internal Revenue Service has released final regulations for the Net Investment Income Tax that was included in the Affordable Care Act.

Host Analytics is now offering a tool to instantly move Microsoft Excel models into a centralized, cloud environment to facilitate financial planning and reporting.

With only weeks remaining in 2013, many Americans have finalized their financial planning for the year, thinking they’ve done all they can to maximize tax savings. But many do not know there are still a number of opportunities to do some last-minute finagling to save as much as possible.

A group of corporate governance and policy organizations is urging audit committees at public companies to strengthen their public disclosures so they can convey key elements of their critical work to investors and stakeholders more effectively.

The International Accounting Standards Board has introduced a new hedge accounting model as a major step forward in the financial instruments project on which it has been collaborating with the Financial Accounting Standards Board.

The higher tax rates passed by Congress this year have some top U.S. earners seeking last-minute strategies to lower their tax bite as year-end calculations turn up unpleasant surprises.

Accounting firms could find value in managing their clients online funding campaigns, according to Xcentric's vice president of marketing Roy Keely.

CEOs who are approaching retirement tend to inflate their earnings forecasts, according to a new study.

Municipal bonds typically represent an investor’s safest asset or the most conservative component of the overall investment portfolio.

KPMG International has set up KPMG Capital, an investment fund that aims to accelerate innovation in data and analytics to help clients of KPMG’s member firms unlock the value of their data.

Genworth Wealth Management is history. The large turnkey asset manager, with $20 billion in assets under management, on Wednesday announced a long-anticipated name change.

John Napolitano, chairman and CEO of U.S. Wealth Management, discusses finding a new broker-dealer to work with your firm and its clients, in an interview with managing editor Tamika Cody at Accounting Today's Growth & Profitability Summit in Orlando.