Financial planning

The traditional family is no longer so traditional. Increasingly children are living in blended families, bringing complex tax issues to their parents’ accountants.

Investors are increasingly relying on nonfinancial performance information, including disclosures by companies about their environmental, social and governance practices, to make their investing decisions, according to a new survey by Ernst & Young.

The Financial Accounting Standards Board has released an accounting standards update that changes the treatment of the amortization of premiums for purchased callable debt securities, shortening the amortization period for the premium to the earliest call date.

Sikich LLP is expanding its employee benefit services business by acquiring Evolution Retirement Services, a firm based in the Milwaukee area.

CFOs who are also CPAs in Indiana are feeling optimistic about economic growth, particularly in the Hoosier state.

Leaked pages of President Donald Trump’s 2005 tax return offer no new details about his foreign income and business dealings but highlight a tax he’s vowed to abolish.

Tax reform may not be the unalloyed good that investors seem to think it is.

Accountants can help clients achieve their philanthropic goals while preparing their taxes.

The Financial Accounting Standards Board has released an update to improve the financial reporting on pensions and other post-retirement benefits.

Here’s the latest indication Wall Street regulations won’t be gutted anytime soon: Republicans who write financial laws are starting to focus on other things.

The firm has expanded its Wealth Advisory Practice by merging in a Jacksonville group with $350 million in assets under management.

This is your clients' time to communicate directly with you: Even the once-per-year tax clients need to interact with you -- so you have two choices.

A municipal bond investor doesn’t think the president and the Republican-led Congress will do away with the incentive given to buyers of state and local government debt.

Female clients are doing a better job than male clients at planning for a breakup, according to a new survey of CPAs.

The U.S. Tax Court began holding hearings this week on a long-running case involving the Internal Revenue Service and pop star Michael Jackson’s estate.

Create a well-thought-out succession plan for your wealth management division that will benefit your family, staff, clients and suppliers.

There are ways around having to pay as much as a 50 percent penalty. Plus, inheriting Roth IRAs and more efficient retirement portfolios.

The broker-dealer has named former Fidelity RIA chief Bob Oros as the long-time veteran's successor.

The Internal Revenue Service has issued a notice outlining special procedures for handling the estates of same-sex couples.

Why it's a good time to invest even small amounts into 401(k) and Roth IRA accounts. Plus, avoiding the capital gains hit.