Financial planning

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

What makes a successful financial planner?

Naming a trust as an IRA beneficiary may offer many benefits. If drafted properly, a trust can protect the account from creditors and reduce the risk that money will be mishandled.

As 2014 winds down, you may be able to help your clients kill two birds with one stone by combining routine portfolio rebalancing with tax loss harvesting.

The keys to success in personal financial planning

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

California is the state with the highest number of ultra-wealthy individuals in the United States, according to a new report.

Wolters Kluwer has released a new paper to provide financial organizations with best practices for stress testing.

The share of families with an individual account retirement plan such as an IRA or 401(k) is decreasing, but the assets in those plans are increasing, according to a new study.

The Internal Revenue Service is being urged to bolster its enforcement efforts on multimillion-dollar Individual Retirement Accounts in a new government report that also encourages Congress to provide more direction.

Donor-advised funds have increasingly become the charitable vehicle of choice over the last 10 years for both advisors and clients.

We examine how well-suited wealth management is to CPAs and tax experts.

The shift from CPA to financial advisor requires a shift in mindset.

Making the most of your broker-dealer

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

Many CPAs are asked to act as trustees or are retained to prepare fiduciary income tax returns for trusts. The CPA who is involved in trust issues must become aware of the fiduciary trust accounting rules that apply to a given trust.

Hedge funds and portfolio managers often have sophisticated needs when it comes to dealing with capital gains taxes and keeping them to a minimum, and one of the wrinkles they need to deal with is a constructive sale.

Nearly 60 percent of initial public offerings in 2011, 2012 and 2013 on the U.S. markets used at least one non-GAAP financial measure in their financial statements, according to a new study by PricewaterhouseCoopers.

How can fund administrators efficiently walk general partner CFOs through the waterfall calculation?

The Treasury Department and the Internal Revenue Service have issued guidance aimed at expanding the use of income annuities in 401(k) plans.