Financial planning

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.

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

Looking for planning prospects in your client base? Start with these four groups.

If you have discussed the idea of setting up a family limited partnership with any of your clients in the past, now might be a good time to revisit the subject.

The Standard & Poor’s 500 Index fell into a correction for the first time since 2011 in one of the most volatile trading days ever, as a rout in global equity markets deepened.

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

Finding the right financial advisor for your clients

Has there ever been a time in your life when opportunity knocked and you ignored it? Right now, there’s an industry opportunity with three letters: CPA. Are you ready to open the door and expand your CPA practice?

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

The Internal Revenue Service has issued final regulations for determining a taxable beneficiary’s basis in a term interest in a charitable remainder trust upon a sale or other disposition of all interests in the trust, to the extent that basis consists of a share of adjusted uniform basis.

9 steps to take before and after a divorce, from the experts at HD Vest