Financial Planning

The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.

Issuers must meet regulatory requirements, including SEC filings and compliance with auditing standards set by the PCAOB.

A limited federal tax credit, an above-the-line deduction for non-itemizers and restrictions on those of itemizers represent three of the biggest shifts under the new law.

A group of firms is combining under the Richey May brand to create a national footprint and rank among the Top 50 Firms.

The Internal Revenue Service intends to shut down nine in-person Taxpayer Assistance Centers in six states as part of the administration's cost-cutting moves.

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

The hedge fund manager known promised wealthy investors that he could help them take advantage of opportunity zones.

Top 100 Firm Smith + Howard acquired Birmingham, Alabama-based Horton, Lee & Burnett, expanding its Southeast footprint.

Registered investment advisor Savant Wealth Management acquired PrairieView Partners, a CPA-led RIA based in St. Paul, Minnesota.