by Holly Nicholas ... on Oct 17, 2014
They've made mistakes and may have money troubles, but it's not too late for their accountants to help them achieve a happy ending with a comfortable retirement. Sit down and have a good talk with your Gen X clients.
by Julian Block on Oct 15, 2014
It may look like the IRS caps loss deductions at $3,000, but that ceiling is not the whole story for tax-savvy investors. Julian Block shows how a clever Victoria's Secret model took full advantage of the IRC.
by Bryce Sanders on Oct 14, 2014
In Part 2 of this series, we look at the upside of working with friends. Despite various risks, when people really want something, they will make an effort to work with someone they know.
by Terry Sheridan on Oct 10, 2014
Bitcoin is not just a flash-in-the pan. There are over 5 million holders of bitcoin, and 100,000 merchants accepting the virtual currency, with 1,000 more signing up each week. Don't get left out.
by Bryce Sanders on Sep 19, 2014
By referring an advisor, you can help your clients, many of whom need professional advice. But how can you know when the financial advisor you are referring is competent and ethical?
by Deanna White on Sep 18, 2014
The fallout from divorce can wreak financial havoc long after the dust in the courtroom has settled. Accountants can help both parties move forward, thanks to their unique knowledge and skills.
by Julian Block on Sep 17, 2014
Accountants are not wealth managers, but wealth management decisions have important tax consequences. It's good business to help clients avoid unnecessary investment-oriented tax bills.
by Julian Block on Sep 03, 2014
Charitable contributions provide great flexibility: You can use checks and credit cards down to the wire, and donated property can give you a lot of tax-savings bang for your buck.
by Julian Block on Aug 27, 2014
Accountants often have to deal with the results of any investment advice clients obtained during the year, so it's a good idea for them to become adept at the deceptively tricky cap gains rules.
by Richard Koreto on Aug 26, 2014
Summer is a time for kicking back and playing a few round of golf with friends, for example. But if you're on the green, you'd better be careful: The SEC may be looking over your shoulder.
by Ken Berry on Aug 14, 2014
A surprising Tax Court case has shut down a tax planning technique that savvy retirement-savers have been using for years. But there's still a small window of opportunity if you need it, until the new year, to give investors time to adjust.
by Ken Berry on Aug 13, 2014
Clients may want to invest in a Passive Income Generator to absorb some of their suspended losses from other passive activities. This strategy is a twist on the classic tax shelter
by Jason Bramwell on Jun 25, 2014
The founders of JDJ Resources Corp. said on Wednesday they have left the Rothstein Kass Family Office Group to launch JDJ Family Office Services, which will provide administrative multifamily office and personal CFO services.
by Jason Bramwell on May 30, 2014
KPMG officials said the acquisition, which will be finalized in the coming weeks, will boost the Big Four firm’s presence in the alternative investments industry and capital markets, including hedge funds.
by Terry Sheridan on May 23, 2014
Half of all employers now offer Roth 401(k)s, and they're proving popular with young affluent employees. Accountants should educate themselves on their provisions.