-
-
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.
February 1 -
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.
January 26 -
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.
January 25 -
Payroll and benefits outsourcing provider Paychex has launched Paychex Advisor Select 401(k), an offering designed for fee-based financial advisors.
January 24 -
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.
January 17 -
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.
January 17 -
Small business owners favor talking with financial advisors who are the same gender as them, with male business owners showing a stronger bias than female owners, according to a new study.
January 11 -
Fewer than two out of five American adults plan to make positive financial changes in 2012 as many of them expect to go through another tough financial year.
January 10 -
Upbeat claims in earnings reports and other SEC filings by public companies tend to encourage investor lawsuits, according to a new study.
January 10 -
Cetera Financial Group plans to acquire Genworth Financial Investment Services, a unit of Genworth Financial that partners with tax and accounting professionals who provide financial planning and investment advice to clients.
January 9 -
The SEC has charged an Illinois-based investment advisor and former CPA with using LinkedIn and other social media channels to attempt to sell $500 million in fictitious securities.
January 5 -
President Obama may have run afoul of the Constitution in using a recess appointment to appoint Richard Cordray as the director of the nascent Consumer Financial Protection Bureau, but the need for the bureau to take action has been growing.
January 4 -
Retirees will be receiving a 3.6 percent increase in their monthly Social Security and Supplementary Security Income benefits in 2012.
January 3 -
The Treasury Department has stopped selling paper U.S. savings bonds at banks, ending a tradition stretching back to 1935.
January 3 -
High-volume broker-dealer Securities America has announced the members of its 2012 Advisory Council.
January 3 -
-
When it comes to charitable giving, there are those who are purely philanthropic and would donate as much as they can afford regardless of the tax consequences. the other side of the spectrum is the purely tax-driven contribution.
January 1 -
IMGCAP(1)]As if our financial system hasn’t suffered enough — or caused enough suffering — economists worry that more difficulties lie ahead in the student lending sector.
December 27 -
The Internal Revenue Service is encouraging more taxpayers to take advantage of the "saver's credit."
December 26
