Financial Planning

The Top 20 Firm's donation will fund multiyear research examining the effects of housing discrimination on cancer cases.

A Treasury Department spokesperson gave an answer that provides clarity for advisors with affluent clients.

Climate change is prompting more accountants to get involved in environmental, social and governance services.

What are the rules of setting up an alternative practice structure when a private equity firm invests in a CPA firm?

The $1 million threshold at which the 23.8% capital gains rate would nearly double has sparked questions — and a strategy for some well-paid professionals.

A new report raises questions about how much money is being shuttled between DAFs, rather than distributed to charity.

The number of accounts with balances of at least $1 million grew 84% year over year, while the number of seven-figure IRAs jumped more than 64%.

During 2021, the Alzheimer’s Association Accounting Industry Leadership Council more than doubled in size from eight members to 18.

The Biden administration’s tax proposals could have a negative impact on real estate investing.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.