Financial planning

Add wealth management to boost your practice’s buyout value.

President Barack Obama will propose allowing small businesses to more easily pool 401(k) plans, in the hope that more Americans will adopt a crucial tool to save for retirement.

Most of the proposals that Hillary Clinton and Bernie Sanders have pitched for taxing the rich won’t go anywhere if Republicans keep control of the House of Representatives, as expected.

The Financial Accounting Standards Board has issued two proposed accounting standards updates to improve financial reporting by employers related to defined benefit pension and other post-retirement benefit plans.

Accountants may work with the treasury management function at some corporations, and being able to share information across functions can help executives make better decisions about investments.

Most members of the public want tax preparers tested and licensed -- and want maximum transparency in preparers' fees, according to a survey from the Consumer Federation of America.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The American Institute of CPAs is planning to host a combined financial planning and accounting conference called AICPA Engage.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

U.S. Wealth Management CEO John Napolitano describes how CPA financial planners can leverage tax season meetings.

Democratic presidential candidate Hillary Clinton’s call Tuesday to increase taxes on the wealthy and close “loopholes” didn’t address the candidate’s own moves to shield at least part of the value of her New York home from the estate tax.

Billionaire John Paulson’s New York hedge fund firm has shut an operation in Bermuda that had been targeted by a Democratic lawmaker as a tax shelter.

Members of the consulting firm Family Office Metrics have joined Ernst & Young LLP’s Family Office Advisory services team.

Everyone can agree that better financial analysis is a good thing for business leaders.

John Napolitano of U.S. Wealth Management talks about what it takes for CPAs to succeed in financial planning.

Rep. Tom Reed, R-N.Y., has proposed to require nonprofit colleges and universities to dedicate 25 percent of their annual endowment income to financial aid. If they don’t, they could lose their tax-exempt status.

An overview of the history and valuation methods for S Corporations.

The wild swings in the financial markets this week due to the fallout from Chinese stocks could be prompting some anxious calls from investors to their CPA.

Lyle Benson of L.K. Benson & Co., who chairs the AICPA's PFP section, discusses how the next generation of the CPA profession can get into personal financial planning.

Check out the digital edition of the January 2016 issue of Accounting Today.