Wealth management

U.S. Wealth Management CEO John Napolitano discusses how CPAs can overcome the knowledge gap in providing clients with personal financial planning services, in an interview with Accounting Today editor-in-chief Dan Hood.

Private sector employers added a healthy 213,000 jobs last month, according to payroll giant ADP, even though small businesses and some industry sectors slowed their hiring pace.

Payroll giant Paychex reported Monday that its index of small business employment saw the strongest one month gain since its peak in April of last year.

A group of senators have introduced legislation aimed at enhancing the tax breaks available in Section 529 college savings plans, only days after the Obama administration backed away from a proposal to tax new contributions to such plans.

Check out the digital edition of the February 2015 issue of Accounting Today.

Tax prep offers a great opportunity

A half-hearted attempt won't succeed

The best-laid estate plans just got muddled.

Real estate partnerships pool funds from various investor groups, family offices and public entities to invest in property platforms seeking high cap rates and strong yields. Even though the investors within each fund have different tax structures and tax needs, the goal of enhancing each investor’s rate of return can be accomplished through sophisticated tax planning strategies.

A lawmaker has filed legislation in Congress to allow student loan debt to be treated like other forms of debt that can be discharged in bankruptcy proceedings.

McGladrey chief economist Joe Brusuelas talks about the risks that the European and Chinese economies pose to the U.S. economy and investors, in an interview with Accounting Today editor-in-chief Dan Hood.

With the top income tax rate at 39.6 percent, advisors need to be savvy about the tax-saving strategies they utilize for their high net-worth clients.

The clawbacks on executive compensation mandated by the Dodd-Frank Act may discourage one type of accounting manipulation only to encourage another, according to a new study.

Inheritance planning can make clients act crazy.

Tax strategy and investment management are important, but communicating with clients is one of the most critical aspects of any financial planner's practice, argued pioneering planner Harold Evensky.

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

President Barack Obama is proposing new taxes on the wealthiest Americans that would limit their profits from investments and make it harder for them to pass assets to heirs.

Wealthstream Advisors president Michael Goodman, an active member of the AICPA's PFP Section, talks about the human capital aspects of personal financial planning that CPAs can discuss with their clients, in an interview with Accounting Today editor-in-chief Dan Hood

Wealthstream Advisors president Michael Goodman discusses how CPA financial planners can provide high-level advice on wealth management to their clients, in an interview with Accounting Today editor-in-chief Dan Hood.

This morning, the AICPA released the results of their PFSi (Personal Financial Satisfaction Index)—a new gauge that weighs a variety of economic factors to calculate the financial standing of typical Americans. The findings saw an overall financial satisfaction into positive territory for the first time since the financial crisis.