Wealth management

Before saying, “I do,” 78 percent of couples have discussed their personal finances, according to a new survey.

Seventy-seven percent of private equity firm predict there will be more attractive investment opportunities in 2012 than in 2011, according to a new survey by Rothstein Kass.

Students and their families do not always select tax breaks that could help them afford the cost of college tuition, possibly because tax filers are unaware of their eligibility for the tax credit or deduction or are confused about their use, according to a government report.

Leaders of the Senate and House committees charged with tax policy plan to hold a rare joint hearing next Thursday on tax reform and the tax treatment of capital gains.

I’m no fan of complexity, in taxes or any other area. But, as in most situations, there’s a silver lining.

Former Senator Christopher Dodd, D-Conn., told attendees at the Association of Certified Fraud Examiners conference that the financial reform law is essential, even though he wishes his name were not attached to it.

Former Senator Christopher Dodd, D-Conn., ushered the landmark financial reform legislation through the Senate in 2010 before retiring from his 30-year distinguished career in that chamber. He is now chairman and CEO of the Motion Picture Association of America.

The Internal Revenue Service has just issued temporary and proposed regulations aimed at simplifying the handling of portability elections in estate tax law.

Carr, Riggs & Ingram LLC has created a new licensed broker-dealer unit that will operate under the name Carr, Riggs & Ingram Transaction Advisors LLC.

The American Institute of CPAs is asking Congress to make permanent changes in the estate tax as soon as possible to provide certainty to taxpayers before the current rates and rules expire at the end of the year.

KPMG LLP has allied with Axiom Software Laboratories to address new regulatory requirements facing investment advisors, including Form PF.

A new study has found that while women are more conservative with their finances than men, 63 percent still believe their financial planning needs improvement.

Investment fraud and financial exploitation of senior citizens are getting worse, according to a new survey.

A new report from the Federal Reserve indicates that the median net worth of American families plummeted by 38.8 percent in the aftermath of the recession.

Advising entrepreneurial clients is rarely easy work for planners, especially when it comes to dealing with warring members of a family owned business.

Accounting Today is now accepting submissions for its annual Wealth Magnets list of the top CPA firms ranked by assets under management

In an effort to "jumpstart" the U.S. economy and create more jobs, both the House and the Senate passed the Jumpstart Our Business Start-ups (or JOBS) Act, and President Obama signed the JOBS Act into law.

A House subcommittee held a hearing to consider what impact the return of a higher estate tax rate in 2013 would have on small businesses.

One accounting firm's approach to integrating financial planning as a service line

New trends in helping your clients save for their children's education