Wealth management

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.

AICPA Personal Financial Planning Executive Committee chairman Lyle Benson of L.K. Benson & Co. talks about why the market for financial planning services is growing at CPA firms, in an interview with Accounting Today editor-in-chief Dan Hood.

Lyle Benson of L.K. Benson & Co., who chairs the AICPA's Personal Financial Planning Executive Committee, talks with Accounting Today editor-in-chief Dan Hood about how accountants can help their clients with planning out their cash flow, expenses, taxes, asset allocation and investment strategy before and after they retire.

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

The District Court for the Southern District of Ohio has upheld the Internal Revenue Service’s imposition of penalties totaling more than $1 million on an estate that failed to file its estate tax return on a timely basis and timely pay the estate tax it owed even though the estate attorney was battling cancer and lost her license to practice law..

The NII Tax may take some of your clients by surprise this year.

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

What makes a successful financial planner?

A review of IRA and retirement plan tax changes

The Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity.

ADP vice president Chris Augelli discusses the value and services that accountants can offer their business clients around company retirement plans.