Wealth management

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.

An increasing number of Americans over the past year reported some improvement on saving for the future, according to a new survey.

When was the last time you saw an auditorium, full of experts, get truly excited about tax theory?

Wages grew slightly in the fourth quarter, particularly for people who switched jobs, according to a new report from payroll giant ADP.

The American Institute of CPAs sent a comment letter Friday to the Internal Revenue Service about two interpretive issues.

The House of Representatives voted to revive three U.S. tax breaks that encourage charitable giving in a bipartisan challenge to President Barack Obama’s threat to veto the measure.

The House Ways and Means Committee voted to expand college savings tax incentives that President Barack Obama proposed limiting earlier this year.

It may make for grim reading, but the American Institute of CPAs has just issued guidance on new mortality tables from an actuarial group.

Smaller percentages of American taxpayers plan to spend their tax refunds on savings, investment or debt reduction than in years past, according to a new survey.

U.S. Wealth Management CEO John Napolitano describes how CPAs can build a lucrative practice in personal financial planning, in an interview with Accounting Today editor-in-chief Dan Hood.

The U.S. Treasury Department and the Department of Education are working with H&R Block and Intuit this tax season to raise awareness of the income-based repayment options for federal student loan borrowers.