Financial Planning

30 firms and groups volunteered in 14 towns across the state for the annual event.

Taxpayers who have decided to convert a traditional IRA into a Roth IRA may be wondering if they should take the plunge now and pay tax on the conversion this year, or wait till next year when tax rates may be lower under the reform plan Congress will reportedly consider this fall.

129 volunteers representing 14 businesses served their communities and raised awareness of the profession.

The Halloween tax; death during dishonor; define ‘gambler;’ and other highlights from our favorite tax bloggers.

Cohen & Co. has merged in Arthur Bell to create one of the largest accounting firms specializing in auditing mutual funds, exchange-traded funds, hedge funds and investment advisers.

Deciding on a fair rate for wealth management is a major stumbling block for firms.

The House passed legislation Thursday that provides some tax relief to victims of the recent spate of hurricanes.

President Donald Trump’s tax plan suggests that wealthy Americans could be in line for a boatload of breaks. At this point, the rich aren’t buying it.

Your firm’s tomorrow; quantifying clients; and other highlights from our favorite tax bloggers.

Investors in the world’s largest bond market may need to pay a lot more attention to Washington once more.