Wealth management

A new poll of small business owners finds they want to see tougher rules imposed on Wall Street firms and other financial companies.

Most former NFL players are bankrupt or under financial stress within two years of retirement. So why aren’t more athletes using financial advisors? A former Pittsburgh Steeler says ego and fear are often to blame, but there are ways for players and advisors to make a winning connection.

Tales of professional athletes facing financial ruin are all too common. Whether it’s squandering millions or getting swindled by shady business and investment consultants, some athletes’ wealth falls as quickly as it rises.

U.S. corporations held larger cash balances in their treasuries at the end of last year than they did for the previous quarter or the previous year.

Certain owners of Individual Retirement Arrangements have a limited time to make tax-free transfers to eligible charities and have them count for tax-year 2012, the Internal Revenue Service said Thursday.

The Internal Revenue Service is providing information on some of the retirement plan provisions of the fiscal cliff deal that was signed into law earlier this month.

G2 FinTech has introduced TaxGopher+ cost basis reporting software for filling out the Form 1099-B.

2nd Story Software, the company that makes TaxAct consumer tax prep software, has introduced a do-it-yourself estate planning software product for drawing up a last will and testament.

Many members of the next generation of retirees are expected to face a large decline in their standard of living when they retire, according to a new report.

CPA and vice president of product strategy at CPA2Biz Greg LaFollette describes how competing cloud vendors can and should work together to help drive CPA adoption.

Investors need greater disclosure of derivatives used for hedging activities at the companies in which they invest if they are to understand the corporations’ risk exposure, according to a new study.

Fresh from year-end tax planning meetings with clients, we’ve identified four areas where great tax planning and great financial planning collide, specifically for people accumulating wealth.

Initial public offerings are not expected to grow much this year, according to a new study by BDO USA.

A recent study finds that, as a general matter, forecasts from stock analysts of corporate earnings in which the numbers are rounded to the nearest zero or five not only prove to be significantly more inaccurate than those that strive for penny precision, but turn out to be significantly more upwardly biased as well.

The rich are different -- and Daszkal Bolton makes the most of it

News and developments from the previous month in financial planning

There are several moving parts and material contingencies that one may encounter on the journey of making sure your clients' wealth lasts for as long as they need it to. For some, having resources last for their own life expectancy is the goal, while for others making assets last for generations is the objective.

The U.S. Senate passed a bipartisan budget deal two hours after income tax cuts expired, reaching an after-deadline deal to undo the potential economic harm of $600 billion in tax increases and spending cuts.

Wealth management firm Brinton Eaton, offers these eight tips to help investors and financial planning clients stay on track in the face of market volatility and uncertainty over the fiscal cliff.

The Securities and Exchange Commission has issued an Investor Bulletin to help purchasers of municipal bonds better assess the bonds’ credit risks.