Displaying 38 results
Advisers wary but cool in light of TurboTax refund debacle
Keep calm, but stay vigilant when filing your taxes.
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs
As many as 800,000 taxpayers received tax documents with erroneous information.
2014 stock market rally pays off for charitable giving
The markets giveth, and keep on giving
In Obama’s State of the Union, advisers see a ‘provocative’ call to tax wealthy
When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. (See also: 13 crucial state tax changes.)
Unpleasant surprise on Form 1040 for Obamacare participants
This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.
Joan Rivers’ estate planning gambit: A New York state of residence
A quirk that splits Joan Rivers' state of residency and state of domicile catches estate planning experts' eyes.
Adviser who sold tax avoidance schemes sent to prison for tax evasion
California man acting as a financial adviser was sentenced to two years in prison for filing false tax returns.
Ring out the old year with a bowlful of tax strategies
Tips to help make 2014 less painful than 2013 for wealthy clients
You have found your first CPA partner … Now what?
Now that you've made the decision to form a revenue-sharing relationship with an accountant, attorney, a P&C firm, or a bank/credit union professional partner, you are undoubtedly thinking about the first steps you should take in establishing this new relationship.
How to use CPAs to attract new business
Though the trend of CPAs seeking financial advisory licenses does exist, many successful CPAs believe partnering with top financial advisers is their best way to bring optimum services to their clients.
How to generate more CPA referrals
To be referable to the clients of CPAs, you need to be recognized as being a top 2% financial adviser. Are you?
Broadridge offers automated cost-basis application
A new partnership between Broadridge Financial Solutions and Scivantage will provide Broadridge clients with access to Scivantage Maxit, an automated cost-basis application.
For CPAs, it’s revenge of the nerds
Make way for the nerds. Certified public accountants may make a good living doing personal tax returns…
Coexisting with a CPA parent a challenge for advisers
Adding an in-house wealth management unit to a CPA practice sounds like a reasonable idea, in theory
DOL probes Geller for ERISA violations
The Labor Department is investigating Geller Group LLC for failing to disclose alleged ties to an accounting firm it recommended as an auditor, according to former employees and others close to the investigation.
Regulators: accounting changes need global reach
James Kroeker, the chief economist at the Securities and Exchange Commission, said the financial crisis "has highlighted for us the importance of global solutions, even on an accounting front, to complex issues."
New law adds requirements for CPAs who practice in New York
Certified public accountants who practice in New York — even if they are licensed in other states — will have to register with the New York State Education Department Office of the Professions when a new law goes into effect July 26.
N.Y. insurance super Dinallo cracks down
Insurers doing business in N.Y. that receive breaks on accounting rules in their home states must adhere to N.Y.'s accounting rules when filing annual statements.
