Wealth management | AccountingWEB
by Terry Sheridan on Apr 30, 2014
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.
by Jason Bramwell on Apr 25, 2014
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.
by Jason Bramwell on Apr 22, 2014
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.
by Terry Sheridan on Apr 16, 2014
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.
by Ken Berry on Apr 09, 2014
Those who have to deal with the Treasury Department's mind-bending international tax rules have just caught a break.
by Daniel Mazzola on Apr 08, 2014
There's a bewildering array of these powerful college savings plans; here are some tips on how to pick one.
by Daniel Mazzola on Mar 18, 2014
The Social Security "survivor benefit" is complex, and shrewd calculations and analysis are necessary to get the full amount you're entitled to.
by Daniel Mazzola on Mar 13, 2014
A CPA and CFP explains why bonds seem to be the forgotten category – and makes a case for their proper use.
by Alexandra DeFelice on Mar 10, 2014
Tired of hearing clients complain about this year's tax bill? Now is the time to step up and do something about it.
by Deanna White on Jan 31, 2014
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.
by Ken Berry on Jan 30, 2014
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.
by Jason Bramwell on Jan 21, 2014
Here are “Bramwell’s Lunch Beat” menu items for January 21.
by Jason Bramwell on Dec 03, 2013
Here are "Bramwell's Lunch Beat" menu items for December 3.
by gailperry on Nov 05, 2013
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.
by gailperry on Nov 05, 2013
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.

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