Wealth management

The Public Company Accounting Oversight Board plans to hold a meeting next Wednesday to discuss re-proposing a requirement for auditing firms to disclose in the auditor’s report the names of the engagement partner and certain other participants in the audit.

The Internal Revenue Service has released final regulations for the Net Investment Income Tax that was included in the Affordable Care Act.

Host Analytics is now offering a tool to instantly move Microsoft Excel models into a centralized, cloud environment to facilitate financial planning and reporting.

With only weeks remaining in 2013, many Americans have finalized their financial planning for the year, thinking they’ve done all they can to maximize tax savings. But many do not know there are still a number of opportunities to do some last-minute finagling to save as much as possible.

A group of corporate governance and policy organizations is urging audit committees at public companies to strengthen their public disclosures so they can convey key elements of their critical work to investors and stakeholders more effectively.

The International Accounting Standards Board has introduced a new hedge accounting model as a major step forward in the financial instruments project on which it has been collaborating with the Financial Accounting Standards Board.

The higher tax rates passed by Congress this year have some top U.S. earners seeking last-minute strategies to lower their tax bite as year-end calculations turn up unpleasant surprises.

Accounting firms could find value in managing their clients online funding campaigns, according to Xcentric's vice president of marketing Roy Keely.

CEOs who are approaching retirement tend to inflate their earnings forecasts, according to a new study.

Municipal bonds typically represent an investor’s safest asset or the most conservative component of the overall investment portfolio.

KPMG International has set up KPMG Capital, an investment fund that aims to accelerate innovation in data and analytics to help clients of KPMG’s member firms unlock the value of their data.

Genworth Wealth Management is history. The large turnkey asset manager, with $20 billion in assets under management, on Wednesday announced a long-anticipated name change.

John Napolitano, chairman and CEO of U.S. Wealth Management, discusses finding a new broker-dealer to work with your firm and its clients, in an interview with managing editor Tamika Cody at Accounting Today's Growth & Profitability Summit in Orlando.

The Public Company Accounting Oversight Board has established a Center for Economic Analysis to study the role and relevance of the audit in capital formation and investor protection.

The American Institute of CPAs has written to the leaders of the Senate Homeland Security and Government Affairs Committee encouraging them to support the Digital Accountability and Transparency Act of 2013, also known as the DATA Act (S. 994), which includes a provision calling for establishment of government-wide financial data standards for federal funds.

Thomson Reuters has released a new special report on year-end tax planning for 2013 for individuals and businesses.

Estate planning for foreigners living in the U.S.

Picking the right new broker-dealer requires careful thought

The Treasury Department and the Internal Revenue Service have loosened the “use it or lose it” rule for flexible spending arrangements for health care, allowing participants in health benefit plan to carry over up to $500 from their FSA from year to year.

The Internal Revenue Service released the annual cost-of-living adjustments Thursday affecting dollar limitations for pension plans and other retirement-related items for tax year 2014, allowing taxpayers to contribute up to $17,500 to their 401(k) plans in 2014.