Financial Planning

The deal expands the BDO Wealth Advisors business.

Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.

The average plan holds less than $29,000, which would pay for about half of a year at the average private university or a year or more at a public one.

The Global Reporting Initiative unveiled its revised Universal Standards on Tuesday to reflect due diligence expectations for organizations to manage their sustainability impacts, including on human rights.

The Big Four firm outlined a three-year agenda focused on improving environmental, social and governance issues, training and resources for staff and clients alike.

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

The foundation is mulling changes in how it uses the term “materiality” to avoid legal and regulatory conflicts for companies disclosing their sustainability efforts.

Midsized to large CPA firms may be considering a private equity transaction, but there is much to be considered beforehand.

The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.