Wealth management | AccountingWEB
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.
by Jason Bramwell on May 22, 2014
The one-year pilot program that will start in June is intended to help small businesses with retirement plans that owe penalties for unknowingly failing to file reporting documents.
by Terry Sheridan on May 21, 2014
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.
by Richard Koreto on May 16, 2014
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.
by Jason Bramwell on May 12, 2014
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.
by Terry Sheridan on May 07, 2014
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.
by Jason Bramwell on May 05, 2014
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.

Pages