Financial planning

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.

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

Four key steps to expanding your client offerings

Accounting Today editor-in-chief Dan Hood is haunted by some scary Halloween spirits while previewing the October issue.

As if the process of getting married isn’t complex and difficult enough, prospective spouses also need to take income tax considerations into account before tying the knot.

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

A Deloitte LLP unit allegedly promised a tax plan under which former Detroit Pistons owner Bill Davidson would “win if he lived, or win if he died.”

Guiding your clients into and through retirement

First, a bit of non-news: College is expensive. Last school year, private colleges averaged over $31,000. But there is some relief available from a tax perspective.

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

Investors place the greatest trust in independent auditors, according to a new survey by the Center for Audit Quality.