Wealth management news

Practice

How to Help Clients with Credit Problems

Maybe your job description doesn't include "credit repair specialist," but some of your clients likely have credit problems, and you should know how to give them some first aid. Help them separate the good advice from the bad.
Wealth management

TIGTA Investigates 'Missing' Alimony Payments

There's a $2.3 billion difference between what payers of alimony say they've shelled out and what recipients say they've received. TIGTA is very unhappy about this.
A&A

New Study: Paid-For Analyst Reports Can Benefit Investors

Recently published research by three accounting professors found that reports from paid-for stock analysts offer nearly the same relevant information to investors as reports from sell-side firms.
Practice Management

How to Avoid Self-Directed IRA Nightmares

As your clients' accountant, you may find yourself in the position of dealing with the messy aftermath of bad IRA decisions. Here's how to avoid self-directed problems.
A&A

Starting Salary for 2014 Accounting Grads Is $52,900: Report

The average starting salary for students graduating this year with a business major – including accounting – has declined slightly over the last year, according to the latest salary survey from the National Association of Colleges and Employers.
Wealth management

New Rules—and Lawsuits—for Reverse Mortgages

Although reverse mortgages can help aged homeowners, they come with a lot of pitfalls, as recent rules and law cases show. Read the fine print before signing up.
A&A

Bramwell’s Lunch Beat: CAQ Ready to Pilot Test Set of Audit Quality Indicators

The menu for April 25 features specials on France objecting to Google’s European tax structure, House Ways and Means Committee ready to move next week on tax extenders, and more.
A&A

Bramwell’s Lunch Beat: GAO Sheds Light on IRS Budget Woes

The menu for April 22 features specials on the IRS denying group’s tax-exempt status, what the airline industry and the IRS have in common (and it’s not good), if sales taxes will doom Amazon, and more.
Practice

Change May Come for Disaster Insurance

Legislation coming out of D.C. just might reduce homeowners' burden for disaster insurance. Think of it as a 401(k) plan for your home that covers preventive and rebuilding costs.
Wealth management

How FATCA Compliance Just Got Easier

Those who have to deal with the Treasury Department's mind-bending international tax rules have just caught a break.
Practice Management

How to Evaluate 529 Plans

There's a bewildering array of these powerful college savings plans; here are some tips on how to pick one.
Practice

How to Maximize Social Security Survivor Benefits

The Social Security "survivor benefit" is complex, and shrewd calculations and analysis are necessary to get the full amount you're entitled to.
Practice

Bonds: The Forgotten Stepchild

A CPA and CFP explains why bonds seem to be the forgotten category – and makes a case for their proper use.
Practice

Teach Clients to Be Tax Smart Year-Round

Tired of hearing clients complain about this year's tax bill? Now is the time to step up and do something about it.
Practice

AICPA Issues Practice Standards for CPAs on Personal Financial Planning Services

The American Institute of CPAs (AICPA) earlier this month released additional guidance, "Statement on Standards in Personal Financial Planning Services," that ensures the profession’s “rigorous code of professional conduct” applies to all CPA financial planners.
Practice

New Kid on the Block: The ‘MyRA’

A new type of retirement account, "MyRA," which President Obama proposed during his 2014 State of the Union address on January 28 and authorized the creation of yesterday, is intended to encourage retirement savings by workers who currently aren’t participating in an employer-sponsored retirement plan.
Practice

Bramwell’s Lunch Beat: Honesty Is the Best Policy

Here are “Bramwell’s Lunch Beat” menu items for January 21.
Wealth management

Bramwell's Lunch Beat: Hip-Hop Channels Suze Orman

Here are "Bramwell's Lunch Beat" menu items for December 3.
Practice

The Importance of Being the Sole Advisor

In a perfect world, our clients would choose one advisor to manage all their financial matters. But it’s a fact of life that many clients spread their money around and work with multiple advisors. According to Aite Group, only one of every three clients turns over all of their assets to a single wealth manager.
Practice

Beating the Irrational Fears of Investing by Building Trust

There’s an irrational fear of investing that has been building momentum across our country since 2008. A recent study from Nationwide¹ found consumers fear investing even more than death, with other fears such as healthcare coverage, unemployment and the lack of economic stability following in close pursuit.

Pages


Already a member? log in here.