Wealth management

Wells Fargo is using Twitter to spread the word about saving for retirement.

The Internal Revenue Service has extended the deadline to file estate tax returns and make a portability election to benefit the surviving spouses of married individuals who died during the first six months of 2011.

There hasn’t been a federal budget in three years, so what’s to worry about the just-released budget for fiscal year 2013?

IMGCAP(1)]As our economy continues to struggle, one issue that seems to have escaped a solution is the unemployment of so many of our fellow citizens.

irs, retirement planning, treasury

In today’s volatile market, wealth and personal money management can be more daunting than ever.

The legislation passed by Congress at the end of 2010 to extend the Bush tax rates for another two years is bad news for estate planning practitioners.

The Internal Revenue Service offered advice to taxpayers and preparers about a new form they will need to use to report most capital gains and losses from transactions relating to investment property.

A majority of the American public believes it’s more difficult for young adults today to pay for college, find a job, purchase a home, or save for the future, compared to their parent’s generation.

The vast majority of executives responsible for 401(k) plans at their companies are feeling less confident that employees are financially prepared for retirement, according to a survey by Deloitte.

Baby Boomers nearing retirement age will have many factors to consider in choosing where to live in retirement, including state taxes, according to CCH tax experts.

In its chaotic final days, MF Global's floundering brokerage used increasingly large chunks of customer money in an effort to keep the company afloat, creating a massive shortfall in customer funds, the trustee liquidating the brokerage has found.

Comedienne Betty White is helping pitch life settlements as a way for Baby Boomers to help fund their retirement.

IRS PROMOTES SAVER'S CREDIT

The CPA community is diverse when it comes to how practices manage themselves andthe services they offer clients. When it comes to personal financial planning, the diversity is sometimes as unique from practice to practice as ice cream from escargot.

The Senate Permanent Subcommittee on Investigations held a hearing Thursday to explore decisions by the Internal Revenue Service that have increased commodity speculation by allowing some mutual funds to use offshore shell corporations and complex financial instruments to circumvent longstanding Tax Code limits on mutual fund trading in commodities.

Men tend to focus on the numbers when doing their retirement planning, and women are more likely to plan for retirement based on their lifestyle goals, according to new research.

Payroll and benefits outsourcing provider Paychex has launched Paychex Advisor Select 401(k), an offering designed for fee-based financial advisors.

The American Institute of CPAs has partnered with the Fox Financial Planning Network, a financial services consulting firm in San Diego, to help CPAs add financial planning to their practices.

More than three-quarters of investment bankers surveyed by BDO USA indicated that Chinese accounting scandals have led them to increase their due diligence when vetting China-based offerings.