Wealth management

Naming a trust as an IRA beneficiary may offer many benefits. If drafted properly, a trust can protect the account from creditors and reduce the risk that money will be mishandled.

The International Accounting Standards Board has launched a new program in tandem with some of the largest financial firms in a bid to elicit closer ties with investors and investment firms.

Prompter disclosure of corporate audit fees would help investors, according to a new study that found sudden increases in audit fees may be a sign of trouble at companies.

U.S. Wealth Management CEO John Napolitano offers strategies for boosting your financial planning practice.

As 2014 winds down, you may be able to help your clients kill two birds with one stone by combining routine portfolio rebalancing with tax loss harvesting.

The keys to success in personal financial planning

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

With the holidays upon us and tax season almost here, now is the perfect time to check in with your clients to discuss their gift-giving plans for the rest of the year.

U.S. Wealth Management CEO John Napolitano describes how accounting firms and broker-dealers can best leverage their relationships, in an interview with Accounting Today editor-in-chief Daniel Hood.

California is the state with the highest number of ultra-wealthy individuals in the United States, according to a new report.

John Napolitano of US Wealth Management discusses the role of the broker-dealer in a financial planning practice, and how CPA firms should pick theirs.

Wolters Kluwer has released a new paper to provide financial organizations with best practices for stress testing.

The share of families with an individual account retirement plan such as an IRA or 401(k) is decreasing, but the assets in those plans are increasing, according to a new study.

The Net Investment Income Tax, which was included as part of the Affordable Care Act, will be hitting taxpayers and practitioners alike this coming tax season.

The Internal Revenue Service is being urged to bolster its enforcement efforts on multimillion-dollar Individual Retirement Accounts in a new government report that also encourages Congress to provide more direction.

Donor-advised funds have increasingly become the charitable vehicle of choice over the last 10 years for both advisors and clients.

Crowe Horwath LLP has issued a year-end tax-planning guide with information on income tax deductions, education planning, investing, retirement and estate planning, and tax rates.

HD Investment Services has enhanced its 1040 Analyst wealth management tool with additional retirement planning features.

The Internal Revenue Service has issued guidance clarifying the impact that a 2014 rollover of an individual retirement arrangement has on the one-per-year limit imposed by the Tax Code on tax-free rollovers between IRAs.

We examine how well-suited wealth management is to CPAs and tax experts.