Financial Planning

UHY tax principal Thérèse Wolfe says Generation X is sandwiched between the needs of their aging parents and those of their college-debt burdened children — and they need help to handle the financial burdens.

The combined organization will be called the Value Reporting Foundation.

Changes for the year; partnerships’ reporting; building your brand; and other highlights from our favorite tax bloggers.

With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.

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.

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.