News

Clients may face several threats to their financial well-being, including illness and injury, legal risks, and market volatility. This broad range of threats makes holistic planning a good way for advisers to provide value and deepen relationships with clients.

Here is a look at legislative and regulatory developments affecting estate and gift taxes that occurred from June 2017 to May 2018. The article covers the impact of the Tax Cuts and Jobs Act as well as court decisions and IRS actions.

Advisers can offer value by helping clients with year-end retirement and tax planning. Here are seven areas for advisers to focus on, including required minimum distributions, Roth conversions and qualified charitable distributions.

A great education is an advantage, but the cost can be scary. Ease your clients' minds by reviewing the benefits of tax credits, deductions and smart tax-planning moves to help them meet their goals.

Aretha Franklin died last month without a will, which could cost her heirs a great deal of money. Avoiding this type of situation is exactly why CPAs should discuss an estate plan with clients who may resist writing a will.

Find out what matters to procrastinators, family-oriented people, and sophisticates who follow tax developments.

Advisers can establish stronger ties with their clients by offering financial tips to their adult children who have recently graduated from college. Advisers should explain the importance of creating an emergency fund, setting up a spreadsheet to manage accounts and paying off debt.

Technology has made it easier than ever for clients to plan their own finances. But does that cut you completely out of the picture? It shouldn't. You and your clients can work together to save them from costly mistakes.

Multigenerational succession planning can be a challenge for family businesses, as heirs sometimes have goals and talents that differ from those of the generation before them. The keys to successful succession planning are communication and starting the process while the founders still control the business.

From ERP to FP&A, management accountants have opportunities to take on roles that are growing in prominence.