Wealth management

Revenue growth expectations among CFOs in North America declined this quarter, according to a new survey by Deloitte.

Even though tax season is getting close to the end, there are still some important tips that accountants can share with their clients by April 15, and beyond.

Nearly half of Americans are saving no more than 5 percent of their incomes, while 18 percent are saving nothing at all, according to a new report.

Your clients’ financial plans need to consider their parents and children

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 consumer finance site WalletHub has produced an analysis of 2015’s Best States to Be Rich or Poor from a Tax Perspective.

The American Institute of CPAs submitted a letter last week to the Internal Revenue Service and the Treasury Department recommending relief for surviving spouses who would like to elect portability of their deceased spouse’s unused estate tax exemption.

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.

A House subcommittee held a hearing Wednesday on the estate tax after one of its members introduced legislation to repeal it.

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.

The Internal Revenue Service has issued a notice in anticipation of the ABLE tax-free savings accounts that disabled Americans will soon have the ability to set up to cover expenses such as education, housing and transportation.

A little basic digging can help you uncover new ways to serve your clients