Financial Planning

Nonprofit organizations grew their operating reserves over the last year and experienced other positive changes, according to a new survey.

The past year raises a number of questions for the next 12 months.

Parthenon Capital, a private equity firm based in Boston, has struck an agreement with the Chicago-based Top Five Firm's wealth management practice.

These policies create an excellent source for the payment of estate and other transfer taxes, as well as the augmentation of family income and wealth after the death of the senior generation.

The board decided to initiate two new projects this month, even though it’s being absorbed into a new International Sustainability Standards Board by next June.

The Internal Revenue Service will now provide publicly available information on tax-exempt organizations only through its TEOS search engine starting Dec. 31, 2021, and no longer through Amazon Web Services.

What’s wrong with the IRS?; lessons from court; a new blog; and other highlights from our favorite tax bloggers.

The Build Back Better bill looks likely to only be considered in January 2022, and that likely in less radical form.

Emmanuel Faber's appointment follows the announcement made at the 2021 United Nations Climate Change Conference of the creation of the ISSB.

With Senate tax writers in agreement with the House to ban the favored tax-free strategy, wealth advisors have a narrow window to make moves.