Financial Planning

The super-wealthy can deploy sophisticated strategies to pass on billions of dollars to their descendants tax-free.

Prager Metis teams up with the Alzheimer's Association, and Centage Corporation expands its giving program.

Prager Metis CPAs wants more accounting firms to join the annual Walk to End Alzheimer’s.

CPA financial planners are noticing scams perpetrated against their elderly clients, according to a new survey by the American Institute of CPAs.

The law to boost retirement planning has tax consequences.

The purpose of the SECURE Act is to incentivize employers to offer retirement plans as well as to improve individual retirement savings outcomes for the millions of Americans without adequate retirement savings.

Senator Bernie Sanders is proposing hiking taxes on executive retirement plans and using the extra revenue to aid struggling worker pension plans.

The number of countries reporting their financial positions on an accrual basis is expected to increase from 37 to 98 by 2023, according to a new report.

The first-ever revision of the International Integrated Reporting Framework for integrated reporting is now underway.

It’s been two years since investors were able to claim tax write-offs for investment costs and advice, but lawyers have found a potential workaround hidden in years-old IRS regulations and case law that may cut tax bills for some private equity and hedge fund investors.