Guide to Financial Planning: Accounting Today accepting AUM submissions for 2017

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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

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

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

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?

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

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

by RICHARD STANGER_CAROLYN K. CARLSON

Getting partners to transition toward retirement as they approach the firm

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Guide to Financial Planning: Accounting Today accepting AUM submissions for 2017

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