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More than half of Americans admitted to postponing a major life decision, such as enrolling in higher education, retiring or starting a family, because of financial reasons, according to a new poll from the American Institute of CPAs.
June 26
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Financial fraud perpetrated against the elderly is on the rise, according to a new survey of CPA financial planners.
June 23 -
Businesses and certain individuals with foreign investments need to file a new form with the government by June 30 or else face stiff penalties.
June 22 -
Professional advisors need to be more protective -- of both their practices and their clients, according to HD Vest president and CEO Roger Ochs.
June 18 -
The Internal Revenue Service has released final regulations on the portability of a deceased spousal exclusion amount for surviving spouses facing estate and gift taxes.
June 16 -
The Internal Revenue Service has added some types of grantor trusts to the list of areas in which it does not plan to issue letter rulings or determination letters.
June 15 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
June 7 -
The U.S. Department of Labor proposed new fiduciary rules in April that significantly affect IRA advisors, including accountants who render advice to holders of individual retirement accounts.
June 5 -
As accountants pay increased attention to evaluating the performance of a clients life insurance portfolio, life insurance is becoming recognized as a buy and manage asset rather than as a buy and hold asset.
June 2 -
The digital edition of the June 2015 issue of Accounting Today is now available.
June 2 -
Accounting Today is in the midst of collecting submissions for its 2015 ranking of the Top Firms by AUM.
June 1 -
Common mistakes clients and planners make
June 1 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
June 1 -
Thomson Reuters has released the fourth edition of its treatise, "Tax Planning for Highly Compensated Individuals," by Robert E. Madden on the Thomson Reuters Checkpoint service.
May 28 -
The Tax Court recently ruled against the IRS over what constitutes a present interest in a Crummey trust.
May 26 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
May 26 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
May 18 -
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.
May 14 -
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.
May 14 -
There has been a significant trend in recent years to add automatic features to 401(k) retirement plans.
May 12
