Wealth management

Employees are becoming more proactive and less reactive with respect to their finances, particularly with retirement planning, according to a new survey.

Financial matters are the most common source of disagreement among American couples, prompting an average of three arguments per month, according to a survey conducted for the American Institute of CPAs by Harris Interactive.

Apart from financial risk, 66 percent of corporate board members identified reputational risk as their primary concern, according to a survey of 190 board directors by accounting firm EisnerAmper.

Pyrite is a mineral that, unfortunately for some prospectors, was thought to be gold but turned out to be worthless.

A group representing private equity firms is asking the Internal Revenue Service and the Treasury Department to streamline the process for following the requirements Foreign Account Tax Compliance Act and allow them flexibility in case an investor proves to be recalcitrant in providing information.

The Internal Revenue Service and the Treasury Department have decided to delay for a year the proposed effective date for basis reporting by brokers for debt instruments and options.

The Social Security Administration is providing an online version of taxpayers’ Social Security statements.

Private equity firm managers anticipate a greater number of acquisition deals for the rest of this year, in a dramatic turnaround from their sentiments last November.

Nearly half of hedge fund managers foresee a difficult year ahead for the sector, according to a survey by accounting firm Rothstein Kass.

A roundup of news on financial planning

Wherever the economy is going, your clients need to think ahead

The challenge of delivering a decent return to a client is compounded when the client has strong opinions about how their money should be invested.

The House voted Friday to extend the current 3.4 percent interest rate on subsidized student loans for one more year.

It’s been awhile since serious consideration has been given to estate tax reform, but with the Jan. 1, 2013 deadline looming, more people are offering their views on the subject.

Two leaders of the House Financial Services Committee have introduced bipartisan legislation to provide more effective oversight of investment advisers.

A new study suggests that taxpayers may be willing to accept a larger share of the larger share of the burden required to reform the Social Security system as their concern about the future sustainability of the Social Security worsens, but only when there are high levels of concern.

With the interest rates for federally subsidized student loans scheduled to double from 3.4 to 6.8 percent in July, the topic has suddenly become a hot political issue.

Three-quarters of Americans consider themselves to be financially stable, but more than 48 percent lack the savings they say they would need to achieve actual stability, according to a new survey.

CCH has added two new treatises on estate planning and research and development tax incentives to its CCH Expert Treatise Library.

The ready availability of technology is leading consumers to spend more money on digital purchases rather than save their cash, according a new survey by the American Institute of CPAs.