Financial Accounting, Reporting & Analysis

Apr 9, 2019, 14:15 PM by User Not Found

The IRS has clarified the tax treatment of state and local tax refunds arising from any year in which the new limit on the state and local tax (SALT) deduction is in effect.

Apr 9, 2019, 14:08 PM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web.

Apr 9, 2019, 07:22 AM by User Not Found

The IRS is providing additional expanded penalty relief to taxpayers whose 2018 federal income tax withholding and estimated tax payments fell short of their total tax liability for the year.

Feb 12, 2019, 08:56 AM by User Not Found

New data from Global Atlantic Financial Group’s Retirement Spending Study shows that retirees who are married or living with a significant other have fewer financial regrets than those who are single.

Feb 12, 2019, 08:55 AM by User Not Found

The number of certified financial planners rose to an all-time high of 83,106 in 2018, and the universe of mark holders also became a little more diverse, according to the Certified Financial Planner Board.

Feb 12, 2019, 08:53 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including financial planning tips for pet owners, how to use a prenup as a financial planning tool and an update on sexual harassment in the financial advice industry.

Jan 30, 2019, 08:25 AM by User Not Found

Thanks to tax savings that businesses have realized as a result of tax reform and the competitive labor market, employers are increasing the amount of money they give employees in the form of a 401(k) match, according to retirement plan advisers and consultants.

Jan 30, 2019, 08:22 AM by User Not Found

FINRA has announced via Regulatory Notice 19-04 a self-reporting initiative to promptly compensate harmed investors and promote firms’ compliance with the rules governing the recommendation of 529 savings plans.

Jan 30, 2019, 08:20 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including a crucial part of estate planning and how investors can best use a 529 plan.

Jan 16, 2019, 08:41 AM by User Not Found

To help clients position themselves for the year ahead, members of the American Institute of CPAs (AICPA) that have also earned financial planning credentials shared planning tips to help Americans improve their financial situation.

Jan 16, 2019, 08:35 AM by User Not Found

American joblessness has plummeted to its lowest level since the 1960s, leaving monetary policy makers and economists alike wondering if wages could suddenly jump higher.

Jan 16, 2019, 08:31 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including retirement planning tips for tax clients and hard financial lessons learned from the government shutdown.

Dec 20, 2018, 11:15 AM by User Not Found

A new Risk Alert publication issued by the SEC’s Office of Compliance Inspections and Examinations (OCIE) encourages advisers to “review their risks, practices, policies, and procedures regarding electronic messaging.”

Dec 20, 2018, 11:14 AM by User Not Found

Amid elevated volatility and concerns about an economic slowdown, Americans say that politics presented the most worrisome threat to their well-being, according to a recent survey by Allianz Life.

Dec 20, 2018, 11:11 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including how to avoid an IRA tax bomb and teaching kids about money and stocks.

Dec 4, 2018, 09:45 AM by User Not Found

More than 62 million Americans receive Social Security benefits, and the money that they receive every month goes a long way toward supporting their financial needs. With benefits available either for retirees or those who become disabled, Social Security plays a vital role in protecting people from financial hardship. Every year, Social Security changes somewhat, with many provisions getting updated on an annual basis. Here are changes happening over the coming year.

Dec 4, 2018, 09:39 AM by User Not Found

About three-in-ten U.S. adults (29%) have a child younger than 18 at home, and 12% of these parents provide unpaid care for an adult as well. All told, these multigenerational caregivers provide more than two and a half hours of unpaid care a day, on average, according to a new Pew Research Center analysis of Bureau of Labor Statistics data.

Dec 4, 2018, 09:22 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including how the new tax law affects vacation-home owners and why financial planning software is leading the way among most widely adopted technologies.

Nov 12, 2018, 08:04 AM by User Not Found

SEC enforcement actions involving registered investment advisers and investment companies increased 31.7% for its fiscal year ending in September, according to the SEC enforcement division report on its annual results.

Nov 12, 2018, 08:03 AM by User Not Found

The SEC has launched a series of exam initiatives focused on mutual funds and exchange-traded funds (ETFs). The exams will target circumstances in which retail investors could be disadvantaged and review whether registrants have met their regulatory and other legal obligations, OCIE states.