Financial planning

Fifty-three percent of U.S. adults have not started making financial arrangements for retirement, according to a new survey, and four out of 10 respondents admitted that not having saved enough for retirement is their biggest financial regret.

Tax season is supposed to be over on April 15. But among certain groups—especially the wealthy—filing for an extension until Oct. 15 is now routine.

The 99-year-old U.S. estate tax would disappear under a bill approved Wednesday by the House Ways and Means Committee.

Investors should pay closer attention to the Other Comprehensive Income statement on financial reports, suggests a new study.

The Internal Revenue Service is reminding taxpayers who turned 70-1/2 during 2014 that they most likely need to start taking required minimum distributions from their IRAs and other retirement plans by April 1.

Congressman Keith Ellison, D-Minn., has re-introduced legislation that would impose a “Robin Hood Tax” on financial transactions and use the money to fund social programs and other causes.

Fewer restrictions on shareholder participation correlate with a relatively low incidence of accounting restatements, according to a new study.

A limited liability company has become the entity of choice for many businesses throughout the United States for tax and liability purposes, but many of the operating agreements governing LLCs could have significant defects.

The European Union launched a new salvo in its battle against tax evasion with a slate of proposals that would make it harder for companies to avoid taxes.

Our weekly roundup of tax-related investment strategies and news your clients may be reading about in the financial media.

The most popular way Americans will use their tax refunds is to pay down their debt, according to a new survey.

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Private sector employers added 212,000 jobs in February, according to payroll giant ADP, but job gains were slightly weaker than in recent months, possibly because of the winter weather.

Small business employment regained momentum last month after losing some steam during the fall and early winter, and is again growing near the same pace as the end of last summer, according to a new report.

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

CFOs began 2015 with improved optimism about the U.S. economy and their businesses, despite mounting concerns about the global economy, according to a new survey.

The U.S. House of Representatives voted to loosen restrictions on tax incentives for education savings, expanding a program that President Barack Obama wanted to limit.

The American Institute of CPAs is expressing support for a proposed accounting standards update that would require investment companies that act as “feeder funds” for other investment companies to provide better disclosures of those investments on their financial statements.

President Barack Obama threw the weight of the White House behind an effort that would make it harder for brokers to push higher-fee mutual funds or other expensive products on people saving for retirement.