Financial planning

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 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.

Regional CPA and business advisory firm Wipfli has formalized its Public Company Services Practice, a unit that will serve emerging growth and midsized publicly held companies as well as those considering initial public offerings.

The Texas Society of CPAs has issued some tips for self-employed business owners for funding their retirements.

A new study from Fidelity Investments found that 401(k) investors who pulled out of the equities market during the 2008-2009 economic downturn experienced only 2 percent growth, while those who maintained their investment strategy eventually saw growth of 50 percent by the second quarter of this year.

SEC ADOPTS 'LARGE TRADER' REPORTING RULE

The family office was frequently a separate entity, with employees ranging from a chief executive or chief financial officer, to a staff of bookkeepers and personal assistants who could do everything from monthly financial statements to booking travel and personal-care appointments.