Many Americans will receive stimulus money to help them weather the pandemic, but what they do with that money will depend on whether they need it right away or can afford to set some aside. CPA financial planners offer advice on how to make the best use of stimulus funds.
The IRS issued final regulations providing guidance on tax-favored investments in qualified opportunity zones (QOZs).
Investors continue to show a high degree of confidence that public company auditors are looking out for them, according to a new survey.
Many Americans see a volatile stock market as a way to make a quick profit through short-term buying and selling, according to a new poll.
This column offers tips geared toward children ages 7 to 12.
Clients in the early stages of Alzheimer’s disease or dementia may still be able to take part in financial planning. Learn what precautions CPAs need to take when working with these clients.
Here are some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.
Publications issued by the SEC provide guidance to investment advisers who operate robo-advisers and investors who use their services.
The start of a new year allows clients to take a fresh look at their investment strategy.
Plans address continuity in case of disruption.
CPA financial planners identify five major mistakes made by people who become rich overnight, and suggest ways to avoid them.
Similarities and differences with investors from older generations were revealed in a new survey.
The Securities and Exchange Commission adopted rules that will permit companies to offer and sell securities through crowdfunding.
Millennials have confidence in some of the same areas as investors from other generations. But Millennials also have some different priorities and concerns.
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.
Whether as bullion, coins, funds, stocks, or derivatives, gold holds an age-old fascination. Smart investing takes into account how gains are taxed.
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.
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
CPAs often are solicited for advice regarding potential investments. A CPA should refrain from providing specific investment advice unless he or she has been adequately trained and licensed to serve as an investment adviser.
In two decisions in 2013, Endicott, T.C. Memo. 2013-199, and Nelson, T.C. Memo. 2013-259, the Tax Court maintained a high hurdle that taxpayers must clear to show they are in the trade or business of trading in marketable securities rather than acting as investors. Aside from dealers in securities (those