Financial Planning

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

UHY is growing its presence in Michigan and Missouri by combining with two firms: Tama, Budaj & Raab and Botz Deal & Co.

The combination brings together two members of the Grant Thornton International network.

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.

In 2024, private equity money flooded the accounting M&A market, but next year will bring other changes.

Here's the right way to help them lean into risk.

BOI is back; phantom stocks; continuous compliance; and other highlights from our favorite tax bloggers.

The SECURE 2.0 Act contained changes to traditional and Roth individual retirement accounts and 401(k) plans that are being phased in over several years.

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

Critics warn that the measure comes at the cost of pushing the fund further toward insolvency.