Financial planning

The Certified Financial Planner Board of Standards, Inc. has approved the organization's first-ever Sanction Guidelines, which will be used by the Disciplinary and Ethics Commission and staff when determining sanctions for particular CFP Board violations.

Families who have prepared a personal financial plan report more success managing their money, savings and investments than those who have not, according to a new survey.

Many CPAs are passive in nature and afraid to ask clients to pay them extra for financial advice. Yet, often they are better positioned even than planners to suggest tax-efficient investment strategies.

Approximately 86 percent of millionaires in the U.S. believe themselves to be self-made, according to a new survey by Fidelity Investments.

The recent IPO by Facebook founders led to their creation of grantor trusts to avoid paying taxes of at least $200 million. It underlined new uses of a technique that has been around for a long time. Grantor trusts, including defective trusts, are still the hot new thing.

A pair of experts from accounting firm Rothstein Kass have helped write a new book that offers an introductory guide to the capital markets.

Capital markets executives at leading investment banks have conflicting views on the recently enacted JOBS Act, according to a new study by accounting and consulting firm BDO USA LLP.

Retiring Baby Boomers are driving development of new financial products

Before saying, “I do,” 78 percent of couples have discussed their personal finances, according to a new survey.

Seventy-seven percent of private equity firm predict there will be more attractive investment opportunities in 2012 than in 2011, according to a new survey by Rothstein Kass.

I’m no fan of complexity, in taxes or any other area. But, as in most situations, there’s a silver lining.

Former Senator Christopher Dodd, D-Conn., ushered the landmark financial reform legislation through the Senate in 2010 before retiring from his 30-year distinguished career in that chamber. He is now chairman and CEO of the Motion Picture Association of America.

The American Institute of CPAs is asking Congress to make permanent changes in the estate tax as soon as possible to provide certainty to taxpayers before the current rates and rules expire at the end of the year.

A new study has found that while women are more conservative with their finances than men, 63 percent still believe their financial planning needs improvement.

Investment fraud and financial exploitation of senior citizens are getting worse, according to a new survey.

Advising entrepreneurial clients is rarely easy work for planners, especially when it comes to dealing with warring members of a family owned business.

Accounting Today is now accepting submissions for its annual Wealth Magnets list of the top CPA firms ranked by assets under management

A House subcommittee held a hearing to consider what impact the return of a higher estate tax rate in 2013 would have on small businesses.

One accounting firm's approach to integrating financial planning as a service line

New trends in helping your clients save for their children's education