Financial planning

As accountants pay increased attention to evaluating the performance of a client’s life insurance portfolio, life insurance is becoming recognized as a “buy and manage” asset rather than as a “buy and hold” asset.

The digital edition of the June 2015 issue of Accounting Today is now available.

Accounting Today is in the midst of collecting submissions for its 2015 ranking of the Top Firms by AUM.

Common mistakes clients and planners make

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

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

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

The Securities and Exchange Commission charged a CPA and his son in New York on Thursday, accusing them of conducting an insider trading scheme involving tips on nonpublic information that they sent in coded email messages disguised as discussions about golf.

Popular at times in the past, but perhaps out of favor more recently, QPRTs (Qualified Personal Residence Trusts) may be an idea whose time has returned.

There has been a significant trend in recent years to add automatic features to 401(k) retirement plans.

Lawmakers in the House and Senate have re-introduced legislation to encourage the creation of employee stock ownership plans in S Corporations.

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

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

Many high-income parents are concerned that by leaving a large inheritance, it can do more harm than good for their loved ones, according to a new survey.

A new AICPA survey found that an increasing majority (68 percent) of Americans with loans or whose children have loans expressed some regret about the way they paid for that education - representing an eight percentage point increase from the 2013 survey when 60 percent had regrets.

Fewer parents are finding the money to save for their kids' college. And those who are saving, are saving less.

Picking the right clients can make you both richer and happier

American workers and retirees are expressing higher confidence about their ability to afford retirement this year, even though there is little sign they are taking the necessary steps to achieve that goal, according to a new survey.

Even though the economy is doing relatively well this year, that doesn't mean the average person isn't still worried about their own financial outlook.

The Treasury Department and the Internal Revenue Service are trying to get more employers to offer myRA retirement accounts to employees.