Wealth management

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.

The shift from CPA to financial advisor requires a shift in mindset.

Making the most of your broker-dealer

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

Many CPAs are asked to act as trustees or are retained to prepare fiduciary income tax returns for trusts. The CPA who is involved in trust issues must become aware of the fiduciary trust accounting rules that apply to a given trust.

Hedge funds and portfolio managers often have sophisticated needs when it comes to dealing with capital gains taxes and keeping them to a minimum, and one of the wrinkles they need to deal with is a constructive sale.

Nearly 60 percent of initial public offerings in 2011, 2012 and 2013 on the U.S. markets used at least one non-GAAP financial measure in their financial statements, according to a new study by PricewaterhouseCoopers.

How can fund administrators efficiently walk general partner CFOs through the waterfall calculation?

The Treasury Department and the Internal Revenue Service have issued guidance aimed at expanding the use of income annuities in 401(k) plans.

Individuals who lost money in the stock market in 2014 may have other investment assets that have appreciated in value. These taxpayers should consider the extent to which they should sell appreciated assets before year end (if their value has peaked) and thereby offset gains with pre-existing losses.

U.S. Wealth Management president and CEO John Napolitano discusses the key elements in building a holistic financial plan for clients and their families, in an interview with Accounting Today managing editor Tamika Cody.