Financial planning

The American Institute of CPAs has released one of its Accounting and Valuation Guides, “Valuation of Privately Held Company Equity Securities Issued as Compensation,” also known as the Cheap Stock Guide, in an e-book format.

For years, annuities have been considered to be a solution for outliving your income and available assets.

The American Institute of CPAs has proposed new standards to build more rigorous oversight of CPA financial planners.

Seven out of 10 U.S. adults claim to have major barriers that prevent their families from openly communicating about who will make financial decisions on behalf of their aging family members if they become unable to do so, according to a new survey.

Last August, the American Institute of CPAs released an exposure draft of its updated guidance on the Valuation of Privately Held Company Equity Securities Issued as Compensation.

A roundup of financial planning news from the previous month

Frequently satisfied by merchandising low-ticket items like 1040 preparation, CPAs think that any client who can fog a mirror may be a good PFP client.

Family health and the costs of long-term care and financial support for extended family have emerged as major concerns for high net worth investors and their families, with family health perceived as the biggest risks to family wealth, according to a new survey.

Fifty-four percent of millennials said that debt is currently their biggest financial concern, according to a new survey that found young adults struggling in the wake of the Great Recession.

Americans in their sixties are taking more money out of their IRAs than those who are older, according to a new report.

CPA-based wealth management firm Hewins Financial Advisors has teamed up with accounting firm Wipfli LLP to introduce Cue Wealth Management Solutions, a strategic partnering system for CPA and registered investment advisor firms.

The two genders may be very different (and vive la difference, as the French would say), but not when it comes to their retirement expectations and preparations, according to a new survey.

Developments in financial planning from the previous month

Gauging how much risk a client is willing to take is not an easy task. instead, it is a moving target that some professionals compare to diagnosing an illness of a baby or a pet that cannot tell you how they are feeling.

Barack and Michelle Obama may need some better financial planning advice.

The majority of Americans prefer long-term financial planning over get-rich-quick schemes, according to a new survey.

Action is needed soon to keep multiemployer pension plans from sliding into insolvency, according to a new government report.

A large cache of secret documents reveals that tens of thousands of people, including government officials from around the world, are using offshore companies and trusts to avoid taxes.

The current rollover process for 401(k) plans favors distributions to individual retirement accounts rather than the 401(k) plan that a new employer might offer, and a new government report suggests the Internal Revenue Service and the Labor Department could be doing more to make the process easier.

How one wealth manager is industrializing his approach to partnering with CPAs