Financial Planning

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

Chris Rokos, who runs the hedge fund that bears his name, sued Deloitte and a U.S. law firm after 39.4 million pounds ($52 million) in tax relief was thrown out by U.K. authorities.

The company's offering is aimed at wealth management and accounting firms supporting high-net-worth clients.

But the IRS would need more resources, writes Natasha Sarin, an assistant professor of law at UPenn.

The service is working to identify 9 million individuals who haven't filed a return.

President Donald Trump spent months on the campaign trail taking credit for “opportunity zones,” a policy meant to encourage investment in distressed communities across the U.S. Joe Biden’s team sees potential in the idea, too.

The Treasury’s new rules will generally let retirees hold onto more of their savings for longer.

Practitioners share how they're helping individual clients navigate financial issues and more.

DAFs offer tax advantages, legacy planning options and flexibility that other giving vehicles can’t.

Top 10 Firm Crowe has put together an at-a-glance guide to the candidates' positions.