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TOPICS

Personal financial planning

Other people’s money

Seemingly disparate services such as investment advisory, bill-paying, and estate planning all have a common denominator: the CPA’s involvement with other people’s money.

Financial planning

A decrease in loan delinquencies, coupled with an increase in job openings, has boosted Americans’ satisfaction with their finances, a new AICPA economic index revealed.

Financial planning

Data security and regulatory oversight are the top factors contributing to rising investor confidence in U.S. stock exchanges, according to a Center for Audit Quality (CAQ) pulse poll. Seventy percent of investors responding to the CAQ’s 2014 Main Street Investor Survey said they have a great deal, quite a bit,

Tax-efficient investing in gold

Whether as bullion, coins, funds, stocks, or derivatives, gold holds an age-old fascination. Smart investing takes into account how gains are taxed.

Financial planning

Investors’ confidence in investing in U.S. public companies—and in audited financial information released by those companies—has risen to a seven-year high in 2014.

IRS fills in details of one-a-year IRA rollover rule

The IRS clarified how the recently announced change in how it interprets the statutory one-rollover-per-year rule for individual retirement arrangements (IRAs) will affect 2014 rollovers and how the rules will apply starting in 2015 (Announcement 2014-32). Sec. 408(d)(3)(A)(i) permits a tax-free rollover of funds in a taxpayer’s IRA as long

Data security, regulation spark investor confidence in US stock exchanges

Data security and regulatory oversight are the top factors contributing to rising investor confidence in U.S. stock exchanges, according to a Center for Audit Quality (CAQ) pulse poll released Tuesday. Seventy percent of investors responding to the CAQ’s 2014 Main Street Investor Survey, which was released Oct. 9, said they

Boilerplate trust clauses

Many clients sign estate planning documents without paying much attention to the clauses they contain. One clause that few clients pay attention to is the one governing how that client’s incapacity could be determined—and therefore how the client could be removed from serving as a fiduciary or trustee. A high-profile

2015 inflation-adjusted items and tax tables issued

The IRS issued the annual inflation adjustments for 2015 for more than 40 tax provisions as well as the 2015 tax rate tables for individuals and estates and trusts (Rev. Proc. 2014-61). Among the inflation-adjusted amounts that have increased are the personal exemption, which increases from $3,950 in 2014 to

Investors’ confidence in U.S. public companies grows

Investors’ confidence in investing in U.S. public companies—and in audited financial information released by those companies—has risen to a seven-year high in 2014. According to the Center for Audit Quality’s (CAQ’s) Main Street Investor Survey, 80% of 1,049 investors surveyed said they have some, quite a bit, or a great

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Agentic accounting has arrived: What’s hype and what’s real?

Artificial intelligence (AI) is moving beyond chatbots and into accounting workflows. A new generation of agentic AI tools can plan, execute, and adapt as they complete tasks, raising expectations for what automation can do inside firms and finance departments. What can agentic AI realistically do today and what challenges are there in its implementation? Find out in this Journal of Accountancy sponsored report.

From The Tax Adviser

August 31, 2026

What today’s clients expect from their CPA and how firms are responding

August 31, 2026

2026 tax software survey

August 31, 2026

A risk framework for AI use in tax administration and preparation

July 31, 2026

Current developments in S corporations