Wealth management

Last August, the American Institute of CPAs released an exposure draft of its updated guidance on the Valuation of Privately Held Company Equity Securities Issued as Compensation.

The Securities and Exchange Commission has suspended trading in 61 microcap shell companies in an effort to prevent stock fraud, in the second largest trading suspension in the history of the SEC.

A roundup of financial planning news from the previous month

Frequently satisfied by merchandising low-ticket items like 1040 preparation, CPAs think that any client who can fog a mirror may be a good PFP client.

Family health and the costs of long-term care and financial support for extended family have emerged as major concerns for high net worth investors and their families, with family health perceived as the biggest risks to family wealth, according to a new survey.

Fifty-four percent of millennials said that debt is currently their biggest financial concern, according to a new survey that found young adults struggling in the wake of the Great Recession.

A trio of lawmakers in Congress have introduced a bill in the House that would modify the definition of fiduciary under the Employee Retirement Income Security Act of 1974 to make clear that appraisers of employee stock ownership plans are not fiduciaries under ERISA.

Workday vice president Mark Nittler explains why so-called "bolt-on" business intelligence offerings are soon to be replaced by embedded analytics.

Americans in their sixties are taking more money out of their IRAs than those who are older, according to a new report.

CPA-based wealth management firm Hewins Financial Advisors has teamed up with accounting firm Wipfli LLP to introduce Cue Wealth Management Solutions, a strategic partnering system for CPA and registered investment advisor firms.

Members of Congress have introduced several bills this week to keep student loan interest rates from doubling in July.

Intacct has unveiled Flex Reporting, a new tool designed to allow strategic CFOs to manage performance, look at financial metrics -- particularly accounting measures-- and performance related information unique to an organization.

KPMG has launched KPMG Link Cost Projector – Online, a Web-based version of its global mobility budgeting software, designed to serve international HR and finance departments.

The Internal Revenue Service has published 2010 statistics on foreign trusts indicating an an increasing interest in foreign investment by U.S. taxpayers, and the impact of changes made in 1996 to information reporting requirements.

The two genders may be very different (and vive la difference, as the French would say), but not when it comes to their retirement expectations and preparations, according to a new survey.

Check out the digital edition of the May 2013 issue of Accounting Today.

In 1972, President Richard Nixon cruised to re-election. “The Waltons” premiered on CBS. And Sumner Redstone, who wasn’t yet a global media mogul, made a taxable gift to his children and failed to file a return.

Balances in small business retirement plans have increased an average of 20 percent between 2007 and 2012 in the aftermath of the recession.

You receive a call from a very excited client: your lawyer client settled a large case. Or your client won a large judgment. Or your client won the lottery. Now your client is about to receive a very large check: $1,000,000. $5,000,000. More? That’s the good news.

The Securities and Exchange Commission has granted 45 more days to comment on the Nasdaq proposed internal audit function rule.