Wealth management

PricewaterhouseCoopers has published the firm’s annual guide to tax and wealth management, “Managing Your Wealth.”

The Internal Revenue Service is facing challenges keeping ahead of financial services companies that create sophisticated financial derivatives and offer them as a way to evade tax liabilities.

This week is National Save for Retirement Week, and a variety of financial planning groups are promoting that fact to attract clients.

G2 Fintech has added a qualified dividend module to its TaxGopher software to handle dividends that can be taxed at lower, long-term capital gains rates.

In order to help financial advisors face the challenges of serving the growing elder market, the Insured Retirement Institute released the report “Retirement Planning and the Elder Market: Advisor Strategies to Understand and Work with Senior Clients.”

IMGCAP(1)]Today, investors divide “asset classes” into familiar subdivisions that are as distinct as Coney Island and Long Beach Island.

A majority of married couples in their 60s lack the knowledge about how to maximize their Social Security benefits and whether or not to expect Social Security advice from a financial planner.

Less than half of wealthy families have plans in place for transferring their assets to the next generation, according to a new survey.

The Internal Revenue Service said that the estates of married individuals who have died after 2010 need to file an estate tax return in order to pass along any unused amount of their estate and gift tax exclusion to their surviving spouse.

FAMILIES CHANGE HOW THEY PAY FOR COLLEGE

Whenever i see estate planning updates, the topics are most commonly applicable to your wealthy clients.

IMGCAP(1)]In the current business and economic climate, the value of being a pro-active tax and financial advisor for your business owner clients cannot be understated.

Certified financial planners said they are satisfied with their choice of careers and plan to keep the CFP designation for 19 years, according to a new survey by the Certified Financial Planner Board of Standards.

While half of all individuals with at least $500,000 in investable assets are women, just 34 percent expressed confidence they would have enough money to live comfortably in retirement, while fully half feel they need assistance in managing their finances.

A new study has found a link between high auditing fees charged to public companies and the companies’ decline in financial performance for up to five years in the future.

A majority of Americans believe that retirement planning is easier for unmarried people, according to a new survey, but those perceptions are probably wrong.

The Labor Department has decided to delay and reconsider a proposal to expand its definition of the term “fiduciary.”

I discovered yesterday that a gift card that was supposed to expire this month, according to the front of the card, actually expired over a year ago.

The “say on pay” disclosure provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act will not help the boards of public companies better manage executive compensation, according to a new survey by accounting and consulting firm BDO USA.

Credit Suisse has reached an agreement with German prosecutors to pay 150 million euros, or approximately $204 million, to resolve a tax dispute stemming from secret accounts at the Swiss bank belonging to German citizens.