Financial Planning

A pair of Top 100 Firms are partnering on wealth management, with HBK CPAs & Consultants’ affiliate HBKS Wealth Advisors acquiring a minority stake in K·Coe Isom LLP’s subsidiary K·Coe Wealth Management LLC.

The sturdy, reliable real estate investment trust is facing an existential choice.

The former CEO of the Sustainability Accounting Standards Board is passing on the chairmanship post to vice-chair Jeffrey Hales.

More CPAs should consider adding the service to their practices.

The Internal Revenue Service recently reduced a user fee, modified its policy on issuing opinion and advisory letters, and changed the pre-approved program for cash balance plans.

Hedge-fund billionaires were already struggling to keep investors from heading out the door. Then along came another problem: big tax bills.

Clients need help navigating the TCJA in areas such as philanthropic giving and deductions.

If your business clients want to reward employees for their loyal service after a five-, 10- or 20-year period and keep them around for longer, a deferred compensation plan can work well.

A tax on wealthy university endowments isn’t set to be collected for more than a year, yet schools are working behind the scenes to roll it back.

The CFA Institute has some advice for investors about the main questions they should be asking about the new revenue recognition standard.