Wealth management

Remember -- it's all about them, not you.

We're dedicating this column to tax alpha because accountants who are financial planners are uniquely positioned to deliver it. But just what, you may ask, is "tax alpha"? If "alpha" is the return generated by an advisor's skill in picking and managing investments, then "tax alpha" protects that return and generates a boost by making sure that taxes don't eat away more of a client's wealth than absolutely necessary.

The Internal Revenue Service plans to amend the regulations for the treatment of U.S. taxpayers who own passive foreign investment company stock through tax-exempt organizations.

The more discipline an individual brings to their finances, the more financially secure he or she feels in the present, and the greater likelihood they’ll be happy in the future, according to a new study.

Employees are becoming increasingly engaged and more proactive in their financial planning, according to a new study.

U.S. taxpayers would need to pay an average of $1,259 more a year to make up the federal and state taxes lost to corporations and individuals sheltering money in overseas tax havens, according to a report.

As the political fight over raising taxes for high-income Americans fades away, so are predictions for negative economic fallout.

Seventy-four percent of U.S. adults believe they are worse off or about the same financially as they were a year ago, according to a new survey for the American Institute of CPAs by Harris Poll, but stress levels about finances have not increased in the past year.

“Old-world” economies charge higher inheritance and estate taxes than “new-world” economies, according to a study by UHY International.

April is National Financial Literacy Month, and in recognition of the importance of the topic New York-based CPA John Vento is partnering with members of Congress from the Financial and Economic Literacy Caucus to speak at high schools and universities in the New York metropolitan area.

Investors try to maximize investment returns while managing the level of risk in their portfolios. But only after-tax investment returns are truly available to the investor. Tax consequences should be considered before making any investments. Tax treatment, good or bad, can have a significant impact on an investment decision.

A roundup of financial planning news from the previous month.

Taxation is merely one piece of the financial planning puzzle, but it is second only to investments as the topic that most individuals want to control during the financial planning process.

For this installment of Accounting Today and Cetera Financial Specialists' Seeking Success project, we looked at the ways different firms with wealth management practices approach one of their most valuable assets: their current clients.

Whether they realize it or not, taxes ended up going up for most taxpayers last year, despite the extension of the Bush tax cuts at the beginning of last year.

When President Obama announced the myRA program during his State of the Union Address this year, it likely raised several questions among those in the accounting community: What is this new program? How will it work? How does it compare to the retirement benefits businesses already provide to their employees? What do I need to share with my clients about this?

Nearly half of Americans prepare their own taxes, according to a new survey, and most of them seem to be convinced they are taking advantage of all the tax breaks available.

An increasing number of employers are using cash-based long-term incentives as part of their employee compensation programs, according to a new survey.

The U.S. District Court for the District of Maryland has held a pair of family estate executors liable for the unpaid taxes of the estate.

A majority of public companies may be able to avoid the need to file their financial reports using Extensible Business Reporting Language, or XBRL, technology if a congressional bill gets signed into law.