Financial Planning

Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.

A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.

Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.

The Top 25 Firm is adding a tax, assurance, advisory and real estate consulting firm in Birmingham, Alabama.

Forvis announced the release of a complementary web-based tax tool for clean energy projects and investments.

The modern chief financial officer is increasingly tasked with risk management, including identifying and mitigating various risks such as cyberthreats and regulatory compliance issues.

A pair of lawmakers proposed a bill to end the abuse of grantor-retained annuity trusts to avoid taxes.

A federal court has temporarily halted the Securities and Exchange Commission's climate-related disclosure rule in response to a lawsuit from a pair of fracking companies.

There's an inherent conflict between wanting the best deal when you exit your firm, and wanting the best arrangement during the time you are working.

Private equity-backed platform Ascend has added a new member firm in San Diego, LevitZacks.