Wealth management

Marcum LLP has issued a set of 10 essential estate planning tips for lesbian, gay, bisexual and transgender and other nontraditional families.

Rothstein Kass has released its updated financial statement manual for alternative investment funds such as hedge funds and hybrid funds.

U.S. investors expect the country will eventually support International Financial Reporting Standards, but the process will take time and require substantial investment in staff and training, according to new research from the Association of Chartered Certified Accountants.

While tax experts are divided on the immediate future of tax rates as we approach the fiscal cliff (the combination of scheduled tax rate increases and spending cuts by the government), the consensus is that rates will indeed rise precipitously.

The race is on for wealthy Americans to save on taxes before Jan. 1.

With the election out of the way and efforts taking shape in Washington to resolve the threat of automatic tax increases and the fiscal cliff, CPAs and certified financial planners are recommending ways to protect their clients no matter what Congress and the Obama administration ultimately decide to do about the tax laws for next year.

It may be some time before Congress and the Obama administration decide what to do about the tax rates for next year, so it’s a good idea to plan for various alternative scenarios just in case.

In the aftermath of the elections, the payroll tax cut appears to be one of the likely casualties of the scramble to resolve questions over expiring tax cuts and the looming fiscal cliff during the lame-duck session of Congress.

The board of directors of the CFP Board of Standards announced the immediate resignations of its chairman Alan Goldfarb and two members of the Disciplinary and Ethics Commission.

Why tax season is the right time to upsell your clients to financial planning services

Making the choice that's right for your firm

Individual retirement account allocations tend to vary by age and account balance, but not much by gender, according to a new study.

PricewaterhouseCoopers US has published a new edition of its annual guide, “Managing Your Wealth: Guide to Tax and Wealth Management.”

The American Institute of CPAs plans to publish its first book for the consumer market early next year.

CPA and Axis Global Partners founder Manny Buigas gives his view on adding a business intelligence practice to grow and help serve clients.

Monthly benefits for nearly 62 million recipients of Social Security and Supplemental Security Income will increase 1.7 percent in 2013, the Social Security Administration said Tuesday.

Cloud-based financial planning and reporting technology provider Adaptive Planning unveiled it Fall 2012 Release which introduces new capabilities to support collaborative planning and approval processes for companies with large and complex organizational structures.

The Internal Revenue Service’s cost basis reporting requirements remain a challenge for many financial services firms as the IRS continues to phase in the requirements, according to a new report.

Accounting and financial reporting consume 32 percent of the average family office's time, according to a new report.

Grant Thornton and performance management, BI, and financial governance software maker Tagetik to collectively provide corporate performance management support services available to their clients across the United States.