Benefits

One way to help avoid a professional liability claim is to be aware of the evolving exposures within the profession. The following is a list of five top areas of concern for CPAs in 2015.

Holiday shopping. Turkey cooking. Family entertaining. November and December are very busy (and stressful) months. But if you’re one of the countless Americans with an IRA or 401(k), there are some critical items that ought to be on your to-do list ...

Aloha! Whether arriving or leaving, Hawaii is the best U.S. state for retirees in 2014, according to a new study.

Professional financial advice can help eliminate the gender gap in retirement confidence, according to a TIAA-CREF survey released today.

Once the Tax Court ruled against a taxpayer in a controversial interpretation of the “once-a-year” rollover rule for IRAs, the IRS was only too willing and eager to jump on the bandwagon. But at least it delayed enforcement of the ruling until January 1, 2015. Now, under new guidance just issued by the IRS, procrastinators […]

Now that the dust has settled from the mid-term elections – with the Republican party firmly in control of both houses of Congress – what are the prospects for comprehensive tax reform? Not as favorable as you might think. Although the GOP hopes to break

A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.

Thomson Reuters has released a free special report, Record Retention Requirements for Health & Welfare Benefits, to accompany its publication of a second edition book on the topic.