Wealth management

The Internal Revenue Service is offering some tips to help taxpayers lower their 2011 taxes before the calendar page changes to 2012.

Members of Generation Y are managing to save for retirement more conscientiously than Boomers, according to a new survey.

IMGCAP(1)]As the SEC’s limited liability provisions on Extensible Business Reporting Language data begin to expire, public companies find themselves looking for answers about how current and future legislation will affect their filings.

A new survey finds that 77 percent of business owners say they started their companies to provide for their families, yet less than half of them feel confident with their current financial situation.

Financial data, analytics and disclosure management services provider Edgar Online Inc. has launched I-Metrix Enterprise, the latest version of its I-Metrix professional risk analysis technology.

The Senate and the House’s tax-writing committees held a rare joint hearing on reforming the tax treatment of financial products such as derivatives.

PricewaterhouseCoopers has acquired the assets of portfolio optimization software provider Folio Technologies, effectively acquiring the company.

Senior-level CPA executives are planning to increase their spending next year, but lingering pessimism about the pace of the recovery means they remain reluctant to expand hiring.

IRS TRIES TO KEEP UP WITH FINANCIAL DERIVATIVES

Taking the PFP practice of most CPA firms to the next level should be easily accomplished for any firm with a good client base, a good leader who is a good communicator and a business plan incorporating some of the best practices utilized by many of the nation's top financial advisors. But you would be amazed at how many CPA firms cannot take the next step.

IRS TRIES TO KEEP UP WITH FINANCIAL DERIVATIVES

Taking the PFP practice of most CPA firms to the next level should be easily accomplished for any firm with a good client base, a good leader who is a good communicator and a business plan incorporating some of the best practices utilized by many of the nation's top financial advisors. But you would be amazed at how many CPA firms cannot take the next step.

IMGCAP(1)]The Financial Accounting Standards Board recently approved a revised accounting standard that requires contributing nongovernmental employers to provide more information about their financial obligations to multiemployer pension plans.

Three-quarters of small business owners believe that so many Americans are financially unprepared for retirement that the problem has reached the level of a crisis, but only about a fifth of them actually offer their employees a 401(k) or similar plan, according to a new survey.

People who work in higher education tend to be conservative with their retirement planning investment strategies, whether they are young or old, according to a new survey.

The Internal Revenue Service has extended a safe harbor for investors who claim theft loss deductions from fraudulent investment arrangements, such as Ponzi schemes, even when the leading figure behind the fraud has died.

With new cost-basis reporting requirements in effect for the 2011 tax year, Charles Schwab is warning investment advisors to brace for a hectic tax season and prepare for a flood of questions from clients who for the first time will receive a revised 1099-B form packed with new transaction information.

The Section 1022 election to opt out of the federal estate tax and into the modified carryover basis regime for the estates of people who died in 2010 is coming up in mid-January.

More consumers are reporting this holiday season that their finances have deteriorated over the past year.

A senior member of the tax-writing House Ways and Means Committee has introduced legislation to roll back the estate tax rates to pre-Bush tax cut levels.