Financial planning

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

Nearly one-third of U.S. adults believe there is a greater than 50 percent chance they will outlive their savings, according to a new survey.

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

If the beneficiary of a deceased owner of an individual retirement account fails to comply with the post-death required minimum distribution rules and the other post-death IRA distribution rules, then the beneficiary can be subject to penalties from the Internal Revenue Service.

Accounting Today editor-in-chief Dan Hood previews the August issue in this summer camp video.

The U.S. Supreme Court’s recent ruling presents a variety of opportunities for you to assist gay clients and change previous tax filing processes.

Lyle Benson of L.K. Benson & Co., who chairs the AICPA's PFP Section, discusses the tools that CPA financial planners can use to help clients map out their financial futures, in an interview with Accounting Today editor-in-chief Dan Hood.

In June, the Supreme Court held in Obergefell v. Hodges that “same-sex couples may exercise the fundamental right to marry in all States. It follows . . . that there is no lawful basis for a State to refuse to recognize a lawful same-sex marriage performed in another State on the ground of its same-sex character.”

Lyle Benson of L.K. Benson & Co., chair of the AICPA's PFP Section, discusses some of the key issues that aging clients are facing, such as retirement planning and dealing with dementia, cognitive impairment and divorce, in an interview with Accounting Today editor-in-chief Dan Hood.

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

Taking a financial planning practice to the next level