July 30, 2015
Even small fees can have a major impact over time, which is why people need to be aware of what they are being charged, and whether other options exist that make for a better and smarter investment, says Casey B. Weade, a retirement-planning ...
July 22, 2015
The program is designed to help small businesses that may have been unaware of the reporting requirements that apply to their retirement plans.
July 22, 2015
The Institute established the scholarship in 2010 to encourage young CPAs to use their financial expertise in the practice of estate planning. The scholarship honors P. Thomas Austin, who chaired the Advanced Estate Planning Conference for three ...
July 21, 2015
Now is the perfect time to look at the fringe benefits you provide to your employees. This specific taxation is a main focus of the IRS right now, and they recently conducted several free webinars to review the taxability of fringe benefits.
July 11, 2015
More than 75 percent of audit committee members and financial statement preparers surveyed believe there are significant benefits to auditors utilizing advanced technologies.
July 8, 2015
Nearly two-thirds (60%) of America's Baby Boomers plan to work for pay in retirement, however, they are unrealistic about the compensation and work arrangements, according to a new study commissioned by Bankers Life Center for a Secure Retirement (CSR).
July 7, 2015
Effective midway through this year -- July 1, 2015, to be exact – certain employers that pay the health insurance premiums of its employees will be assessed hefty fines for their generosity.
July 7, 2015
The provision for so-called Cadillac plans doesn’t take effect until January 1, 2018. But employers are already exploring the available options or at least they should be. Reason: If a plan exceeds certain limits, it is subject to a stiff penalty in ...
July 1, 2015
There’s a tendency to give a silent cheer any time the average life expectancy grows a little longer. But long life also has its downsides.
July 1, 2015
The tax break for “net unrealized appreciation” (NUA) is one of the biggest tax breaks on the books for retirement-savers, but it is often overlooked.
July 1, 2015
Practically every Roth IRA owner knows that you can take qualified distributions from the account without paying any tax on the withdrawals. That’s why many of your clients set up the Roth in the first place. But it’s not as well-known that ...
July 1, 2015
For many years, self-employed individuals shied away from 401(k) plans. It was usually too costly and cumbersome to administer such a plan for just a single participant. But now the “solo 401(k)” is a more viable alternative for this segment of the ...