Back to School: 7 Strategies to Save for College
This column offers some of the most common techniques to help save for college.
Personal Financial Planning
New DOL Rules Increase Scrutiny of IRA Trustee Fees
This column addresses issues facing IRA trustees.
Helping Your Clients Execute a Tax-Aware Investment Plan
Without a tax professional’s input, much of the benefit of tax-aware best practices is unlikely to be achieved.
CCRCs and the Housing Decisions Faced by Older Adults: How Financial Professionals Can Help
Financial planners and tax advisers are sure to receive an increasing number of questions related to elder housing decisions and the financial implications of various choices.
Planning for Divorce-Related Stock Redemptions
A transfer of ownership of a closely held business in divorce does not trigger gain or loss if it is directly between the spouses.
Common Mistakes in Life Insurance Arrangements
Familiarity with life insurance will elevate a practitioner’s service from being compliance-oriented to being consultative.
Tax Considerations for Divorcing Spouses
During the divorce proceedings, it is critical for each taxpayer to work with a tax adviser to understand the estate, gift, and income tax consequences of the marriage dissolution.
Tax Planning for High-Net-Worth Individuals Immigrating to the United States
Foreign high-net-worth individuals immigrating to the United States should seek advice to minimize exposure to the U.S. income, gift, and estate tax system.
Roth IRA Planning
The opportunity to get more assets into Roth vehicles via various means has evolved over the last several years.
Social Security: The Hidden Changes in the Two-Year Budget Bill
Baby Boomers born from 1954 to 1964, and all subsequent generations, will be unable to use some planning strategies that have benefited older generations.
Taking Control of the Final Form 1040
Follow these tips for using the final tax return for tax planning post-mortem.
2015 Arthur J. Dixon Memorial Award
Lisa C. Germano received the highest award given by the accounting profession in the area of taxation.
Treasury Announces Launch of MyRAs
The new retirement savings account is intended for people with taxable compensation income but who lack access to an employer-sponsored retirement plan.
Planning for Cash Flows in Retirement
CPA financial planners can help their clients predict how they may fare financially.
How to Help Your Clients Invest Using Asset Location Management
Without a tax practitioner’s ongoing planning and involvement, the benefits of tax-aware management are less likely to be achieved.
MyRAs Now Available Nationwide
Treasury said eligible individuals nationwide may now open a new retirement account for people with earned income who may lack access to an employer-sponsored retirement plan.
Capitalizing on the Lower Dividend Tax Rate
Identifying qualified dividends and helping taxpayers meet the requirements for qualified dividend status are valuable client services.
An Overview of Tax Practice Issues That Arise Under Statement on Standards in Personal Financial Planning Services
This column discusses some of the issues that might arise for tax practitioners in light of Statement on Standards in Personal Financial Planning Services.
The Investor Control Doctrine: When “Hands Off” Really Means “Hands Off”
In a recent tax court decision, an individual was as determined for tax purposes to be the owner of assets in segregated asset accounts held for the benefit of private placement variable life insurance policies.
Are Your Clients Benefiting From Tax-Aware Investment Management?
Without a tax professional’s being actively involved in planning, the benefits of tax-aware management are unlikely to be achieved.
