Many estate planners recommend that clients create trusts for various reasons, but problems can arise when the trustee is a family member who has no experience regarding the responsibilities of a trustee.
Many estate planners recommend that clients create trusts for various reasons, but problems can arise when the trustee is a family member who has no experience regarding the responsibilities of a trustee. READ MORE »
Most clients who utilize accounting firms to prepare their tax returns make charitable contributions. Many do so in a tax-efficient manner by donating appreciated securities directly to charities or utilizing donor-advised funds through which they make their grants. READ MORE »
The world’s largest banks are incorrectly accounting for their swaps trades, locking up money that could otherwise be paid out as dividends to their shareholders, according to a bold new academic paper. READ MORE »
The Financial Accounting Standards Board’s Emerging Issues Task Force has issued an accounting standards update on the effect of derivative contract novations on existing hedge accounting relationships. READ MORE »
Audit committee oversight, mergers and acquisitions, currency risk, cybersecurity, foreign currency risk and executive compensation are among the big topics likely to dominate annual shareholder meetings this spring, according to BDO USA. READ MORE »
Many forward-thinking companies are giving their employees access to financial wellness services to help them make sense of their finances. READ MORE »
Broker-dealer network Cetera Financial Group has launched a new tool called RightBridge that aims to help tax and accounting professionals uncover new opportunities with their financial planning clients. READ MORE »
The American Institute of CPAs is asking the Treasury Department to provide tax relief to the cross-border savings accounts of U.S. and Canadian citizens. READ MORE »
Ernst & Young LLP has introduced eFinancial Wellness, a financial planning and financial education service for small to midsize businesses. READ MORE »
Lee Klumpp of BDO USA discusses in this video the likely timing of FASB's proposed nonprofit accounting standards and how accountants and their clients can get ready for them.VIEW »
Greatland Corporation has compiled a list of misconceptions when it comes to tax-reporting requirements. Failing to understand the real truth behind these myths can cost a business extra money to file again or, even worse, to pay steep fines if reporting is not done in compliance with regulations. READ MORE »
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