Accounting

As the season comes to a close, check out these recommendations for advisors and clients.

Ten issues taxpayers and their advisors should be paying attention to right now.

Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.

The stark figures show that only about one-sixth or fewer of the sector’s financial advisors are women.

Rather than learn from the mistakes exposed regarding false listings of advisors’ “fee-only” status, the board doubled down on looking the other way.

The certifying body says it will no longer rely on advisors’ reports and it is convening a new task force to modernize enforcement.

Advisors and their firms should be prepared for how they will respond to expanded fiduciary responsibilities under new standards.

The group cited "confusion" among certified planners sparked by passage of the SEC's less-strict Regulation Best Interest.

The suggestion comes amid opposition from brokerage firms to an expanded fiduciary obligation.

Should the board use 1% of its budget for its own oversight? A former board chairman responds to this proposal.

“We are not delaying and we are not changing the standard,” Chairwoman Susan John says of pressure to weaken the board’s tougher guidelines in line with the SEC’s Reg BI.

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.

It’s not as easy as hanging out a shingle. Advisors and back-office employees need to master certain traits.

Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.

Unconflicted enforcement of the new code requires monetary investment from certificants.

A young advisor put her faith in letters and numbers until a client set her straight.

The agency is asking taxpayers to account for multiple jobs within a household and to factor in the $2,000 child tax credit for each kid under 17.

Brokers at the firm have expressed concern their employer and the CFP Board are on a collision course.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

They are not required to pay taxes on income accrued from properties leased for no more than 14 days.