Accounting

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.

When the board's new Code and Standards take effect in October, fee-only advisors will be expected to step up their compliance operations.

In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.

It’s vital that planners recognize how women’s planning needs are different from men’s — while being careful not to lump them into a singular group.

While seeking input on how to better nationally integrate operations, the FPA has scrapped the idea of wrapping all chapters into a single legal entity — for now.