Financial Planning

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

Your clients’ lives aren’t limited to 9-5.

Warren Averett became the latest accounting firm to receive capital from a private equity or investment firm, but in this case the money will go to the firm’s asset management subsidiary.

Accounting groups released a playbook Wednesday to help accountants and their SMB clients reach their sustainability goals.

Coming brackets; rising expatriations; meeting behavior and aftermaths; and other highlights from our favorite tax bloggers.

The Top 10 Firm's guide aims to help taxpayers and tax pros deal with the many tax changes of the past year and the ones expected to come next year.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

Donor-advised funds increased their donations to charities last year in response to the COVID-19 pandemic, hitting the biggest levels in over a decade.