Wealth management

Maintaining healthy client relationships is important for CPAs, particularly when their tax clients need some help with their tax planning that may require outside expertise.

Thomson Reuters has released a tax-planning treatise for estate planners, Tax Planning for Family Wealth Transfers at Death: Analysis with Forms.

Rep. Mark Pocan, D-Wis., has introduced a bill that would help low-income married couples deduct twice as much of the interest charged on their student loan debts.

Highlights of some of our favorite tax-related blogs from the past week.

If it seems impossible to amass a fortune in an IRA during your lifetime, think again.

About 9,000 U.S. taxpayers have each accumulated at least $5 million in individual retirement accounts, said the Government Accountability Office, raising questions about some investors’ tax-advantaged returns.

The Digital Currency Council, a new professional association that aims to foster best-in-class practices for accountants, lawyers and financial professionals in the digital currency economy through training, certification and support has been established.

U.S. Wealth Management president and CEO John Napolitano discusses why accountants should build a family office services practice to help high net worth clients with their financial planning and wealth management, in an interview with Accounting Today managing editor Tamika Cody.

Slashing a CEO’s compensation after a company produces disappointing financial results may help improve earnings for a time, but it can also encourage earnings manipulation, according to a new study.

Approximately 7.2 percent of U.S. employees have their wages garnished, according to a new study released Monday by the payroll giant ADP, with the percentage rising to 10 percent for those who earn between $25,000 and $39,999 per year.

If you sold, advised on or had anything to do with a listed transaction, you could be fined by the Internal Revenue Service under recently issued regulations.

The research and advisory firm Celent has released a new report cautioning wealth management professionals to be careful about using personal information, recent location and analytical data in their communications with clients that could strike them as “creepy.”

Many clients need to protect their estate for -- and from -- their descendants

Serving wealthy clients' families can be a profitable niche

The receipt of a comment letter from the Securities and Exchange Commission induces many top executives to start selling shares in their companies before the letters are released to the public, according to a new study.

One of the big trends this summer has been the ALS Association’s remarkable success with its “ice bucket challenge,” but the very success of the campaign could pose a challenge of its own to the ALS Association and other charities.

Nonprofit and for-profit corporations that borrow through the issuance of taxable or tax exempt municipal debt have a new rule about who can give them financial advice.

U.S. Wealth Management president and CEO John Napolitano discusses how accountants can help clients find opportunities for financial planning when preparing their clients' taxes, in an interview with Accounting Today managing editor Tamika Cody.

Einstein developed a simple formula that provided the solution to the cosmos, energy and matter. Well, by working on it long enough with determined focus I just developed my own formula E=fs4Uh for the solution to client financial success. Ed = financial security for you at a higher level.

In case you haven’t heard, National Grandparents Day is just around the corner, on September 7.