Wealth management

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

Now is the time to take your clients to the next level

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

Senate and House Democrats are introducing a series of bills to expand the Earned Income Tax Credit, Child and Dependent Care Tax Credit, and the American Opportunity Tax Credit, and create a new 21st Century Worker Tax Cut.

Private sector employers added 212,000 jobs in February, according to payroll giant ADP, but job gains were slightly weaker than in recent months, possibly because of the winter weather.

Small business employment regained momentum last month after losing some steam during the fall and early winter, and is again growing near the same pace as the end of last summer, according to a new report.

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

CFOs began 2015 with improved optimism about the U.S. economy and their businesses, despite mounting concerns about the global economy, according to a new survey.

The U.S. House of Representatives voted to loosen restrictions on tax incentives for education savings, expanding a program that President Barack Obama wanted to limit.

The American Institute of CPAs is expressing support for a proposed accounting standards update that would require investment companies that act as “feeder funds” for other investment companies to provide better disclosures of those investments on their financial statements.

President Barack Obama threw the weight of the White House behind an effort that would make it harder for brokers to push higher-fee mutual funds or other expensive products on people saving for retirement.