Responses for the annual listing of CPA financial planners by assets under management are due May 12.
 
 
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Guide to Financial Planning
 
 
May 11, 2017
 
 
 
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Accounting Today accepting AUM submissions for 2017
 
Accounting Today accepting AUM submissions for 2017
by DANIEL HOOD
 
Responses for the annual listing of CPA financial planners by assets under management are due May 12.
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Tax traps for unwary immigrants
 
Tax traps for unwary immigrants
by ROGER RUSSELL
 
High-net-worth individuals coming to the U.S. need good planning advice.
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Senators ask IRS to clarify student debt refinancing rules
 
Senators ask IRS to clarify student debt refinancing rules
by MICHAEL COHN
 
Sen. Chuck Grassley, R-Iowa, and a group of 14 other senators from both parties are asking the Internal Revenue Service and the Treasury Department to clarify their rules to enable more lenders to refinance student loans.
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Your financial planning practice: Buy, sell or hold?
 
Your financial planning practice: Buy, sell or hold?
by JOHN P. NAPOLITANO
 
Picking the PFP model that fits a firm best requires some self-knowledge.
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What Trump's tax proposal really means for businesses, individuals
 
What Trump's tax proposal really means for businesses, individuals
by CATHERINE MURRAY
 
Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.
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Planning partner retirements
 
Planning partner retirements
by RICHARD STANGER_CAROLYN K. CARLSON
 
Getting partners to transition toward retirement as they approach the firm