Results for "certified public accountants (CPAs)"

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RIAs at odds over fees for clients' cash balances

February 10, 2017

With the stock market charging ahead to new highs, financial advisers are faced with the question of whether to move some of their clients' profits off the table by going into more cash or cash equivalents. But doing so raises an even bigger...

Hidden tax benefits of continuing care retirement communities

April 10, 2015

Advisers planning for the long-term-care needs of clients ought to seriously consider the potential tax savings that come with continuing care retirement communities. These communities combine independent living in retirement with assisted living...

Everything you need to know about setting up a private foundation

March 17, 2015

Tax season is always a good time to talk about charitable giving goals for the next year — and if those goals are large and long-term, clients might want to learn more about private foundations. Charitable giving has become a centerpiece of...

Advisers like Rubio tax plan's simplicity, but shudder at details

March 6, 2015

Investment advisers like the idea of streamlining the tax code, but they worry about the details of the plan put forward earlier this week by potential presidential candidate Sen. Mark Rubio, R-Fla., and Sen. Mike Lee, R-Utah. The senators introduced... tax document snafu bungles filing season for advisers, CPAs

February 20, 2015

Accountants and advisers whose clients purchased health care coverage via the insurance marketplace are scrambling upon finding out that 800,000 people received erroneous tax information. Early Friday, the website, home of the...

Tax complexities delay distribution of 1099s

February 19, 2015

Many investors who are eager to file their taxes are frozen in place along with their advisers, as they wait for paperwork from their financial institutions currently wrestling with increasingly complicated reporting requirements. “The trend...

Advisers wary but cool in light of TurboTax refund debacle

February 17, 2015

There's plenty of public concern over the deluge of phony tax returns being filed through TurboTax, but advisers are keeping cool heads for the time being. The popular tax software, a product of Intuit Inc., has been making headlines after 19...

2014 stock market rally pays off for charitable giving

January 26, 2015

Last year's market gains were great for investors and even better for charitable organizations, as clients sought to mitigate the ill effects of capital gains taxes. The S&P 500 wrapped up 2014 with a gain of about 11%, continuing the recovery...

In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy

January 20, 2015

When President Barack Obama delivers his State of the Union address Tuesday night, he will make proposals that could change the basic assumptions advisers rely on with wealthy clients, according to financial advisers. “Raising the top capital...

Unpleasant surprise on Form 1040 for Obamacare participants

January 7, 2015

This tax season's going to be cumbersome for freelancing clients and independent contractors and their accountant, thanks to additional paperwork stemming from the Affordable Care Act. Last year was the first year in which individuals were required...

Joan Rivers' estate planning gambit: A New York state of residence

December 11, 2014

Joan Rivers' will is generating plenty of chatter in the estate planning community, as the document suggests the comedienne reduced her estate tax burden by claiming residency in one state and being based elsewhere. The late Ms. Rivers, who...

Adviser who sold tax avoidance schemes sent to prison for tax evasion

November 25, 2014

A California man who acted as a financial adviser and allegedly sold clients tax avoidance schemes was sentenced to prison Monday for failing to report millions of dollars of his own income in filings with the Internal Revenue Service. William...

Ring out the old year with a bowlful of tax strategies

November 6, 2014

With fewer than eight weeks left in the year, it's time to gear up for year-end tax planning. This year was a painful one for many high-net-worth taxpayers as they contended with higher levies on their 2013 returns from the American Taxpayer...

You have found your first CPA partner … Now what?

March 3, 2014

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...

Broadridge offers automated cost-basis application

August 1, 2013

A new partnership between Broadridge Financial Solutions and Scivantage will provide Broadridge clients with access to Scivantage Maxit, an automated cost-basis application. Maxit generates the cost basis of raw trade data in an IRS-friendly...

For CPAs, it's revenge of the nerds

February 19, 2012

Make way for the nerds. Certified public accountants may make a good living doing personal tax returns and auditing financial statements, but increasingly, they are looking to offer investment advice and financial planning services. In the post-financial-crisis...

Coexisting with a CPA parent a challenge for advisers

October 24, 2010

Adding an in-house wealth management unit to a CPA practice sounds like a reasonable idea, in theory. In practice, however, certified public accountants and traditional financial advisers can be like oil and water. And the CPAs don't always...

DOL probes Geller for ERISA violations

February 7, 2010

The Labor Department is investigating Geller Group LLC, a retirement plan administrator and registered investment adviser, for failing to disclose alleged ties to an accounting firm it recommended as an auditor and for other possible violations,...


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