Estate planning

But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

Plus, Pipe launches AI agents for small biz; Wolters Kluwer divests its Finance, Risk and Regulatory Reporting unit; and other accounting tech news.

While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

Plus, EY announces Integrated Finance Managed Service; Ignition debuts AutoCollect solution; and other accounting tech news and updates.

Tax Court judges; like-kind slip-ups; estate planning and digital assets; and other highlights from our favorite tax bloggers.

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.

Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.

If you think true financial planning is all about investments and annual returns, think again.

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

The third of four looks at how specific accounting firm niches are being impacted — for good and ill — by artificial intelligence.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.

President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.

Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.