Wealth management

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.

The New York State Society of CPAs has asked Congress to consider new legislation that would temporarily waive tax penalties for taxpayers who are forced to make early withdrawals from retirement accounts due to financial hardship caused by the economic crisis.

Automated data management software provider Confluence plans to enhance their support of the Securities and Exchange Commission’s forthcoming release of a new Edgar XML filing specification by automating SEC Form N-SAR XML content.

Estate planning is sometimes a very difficult discussion with clients. instinctively, most people do not relish talking about their own demise, and CPAs equally dislike talking about anything that the client doesn't want to talk about.

Estate planning strategies for confusing times

In January 1999, a trust set up by Mitt Romney for his children and grandchildren reaped a 1,000 percent return on the sale of shares in Internet advertising firm DoubleClick Inc.

Americans are losing faith in their ability to invest, according to a new study from Hearts & Wallets, a retirement and savings research firm. The study found that more than four in 10 investors (41%) view themselves as "very inexperienced" with investing, up from 27% last year.

Congress’s two tax-writing committees, the House Ways and Means Committee and the Senate Finance Committee, held a joint hearing Thursday to discuss capital gains taxes and how they might be reformed.