Financial Planning

North Carolina firm DMJ & Co. also participated in a local 'Polar Plunge' to benefit the Special Olympics.

Before Elizabeth Warren’s wealth tax, there was Donald Trump’s wealth tax.

The program encourages the private sector to diversify their investment portfolio while revitalizing urban and rural districts that face economic challenges.

Berkshire Hathaway posted a $25 billion loss in the fourth quarter, mainly due to a writedown from its stake in Kraft Heinz.

Analysts are more likely to highlight the negatives instead of the positives, according to new research.

You’ve no doubt been offered the opportunity to purchase inexpensive term insurance through your association, but what happens when you get older?

Some of the top Democratic presidential candidates are trying to make a name for themselves by calling for higher taxes on the wealthy.

Since the Tax Cuts and Jobs Act passed at the end of 2017, more CPAs, as well as attorneys and financial advisors, have recommended their clients establish DAFs.

The American Institute of CPAs is asking the Treasury and the IRS about their proposed regulations on estate and gift taxes under the Tax Cuts and Jobs Act.

The Microsoft co-founder believes it’s appropriate for wealthy people to pay much higher taxes.