Financial Planning

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.

The Top 25 Firm based in New York is acquiring Ostrow Reisin Berk & Abrams, a Regional Leader based in Chicago.

Modera Wealth Management acquired New Jersey-based accounting firm Ferrentino & Associates to expand its in-house tax capabilities.

Balancing craters; SST risks and trade-offs; Employee Retention Credit enforcement surge; and other highlights from our favorite tax bloggers.

Top 50 Firm Ascend acquired KSDT, effective Sept. 1, marking the firm's largest transaction to date.

Buybacks have drawn the ire of some members of the Trump administration, having been a topic in the wrangling over President Trump's signature tax bill.