Financial planning

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

Crowe Horwath LLP has issued a year-end tax-planning guide with information on income tax deductions, investments, retirement and estate planning and tax rates, along with what to do about the uncertain state of the tax extenders legislation in Congress.

Helping your clients handle market volatility

Grant Thornton LLP offers 10 tax tips for the end of calendar year 2015.

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

National Estate Planning Awareness Week is October 19 to 25, and two New York CPAs have some advice for estate planners and their clients.

U.S. Wealth Management CEO John Napolitano talks about how and when accountants should refer clients to an outside financial planner and work together with the advisor, in an interview with Accounting Today editor-in-chief Dan Hood.

Our weekly roundup of tax-related investment strategies and client-related news.

U.S. Wealth Management CEO John Napolitano discusses the distinctions between financial planning and wealth management for clients, in an interview with Accounting Today editor-in-chief Dan Hood.

The Social Security Administration confirmed Thursday there will not be a cost of living increase for 2016 due to declines in consumer prices.

U.S. Wealth Management CEO John Napolitano discusses how accountants can talk with their financial planning clients about the recent swings in the stock markets, in an interview with Accounting Today editor-in-chief Dan Hood.

Blucora’s $580 million acquisition of HD Vest Financial Services promises to open up new opportunities for tax professionals who work with the brokerage.

Blucora Inc., the onetime Internet giant known as InfoSpace, agreed to pay $580 million for HD Vest Financial Services, one of the few brokerages that specialize in helping tax advisers become licensed to sell investment products.

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

While life insurance can be an income tax-free asset when structured appropriately, the income tax laws may result in the transfer of life insurance policies that are income taxable to both the transferor and the transferee.

Hillary Clinton is proposing a tax on the flash boys that may be unlike any in the world.

The House Ways and Means Oversight Subcommittee held a hearing Wednesday examining the rising costs of higher education and tax policy, including how tax breaks could be a contributing factor behind spiraling tuition costs.

More than 20 percent of corporate board directors said their boards have been approached by activist investors during the past year, according to a new survey, but 46 percent of those polled have no plan in place for responding to activist investor challenges.

Financial planning columnist John Napolitano talks about how advisors can help their clients after they've retired.

Check out the digital edition of the October 2015 issue of Accounting Today.