Financial Planning

What are the rules of setting up an alternative practice structure when a private equity firm invests in a CPA firm?

The $1 million threshold at which the 23.8% capital gains rate would nearly double has sparked questions — and a strategy for some well-paid professionals.

A new report raises questions about how much money is being shuttled between DAFs, rather than distributed to charity.

The number of accounts with balances of at least $1 million grew 84% year over year, while the number of seven-figure IRAs jumped more than 64%.

During 2021, the Alzheimer’s Association Accounting Industry Leadership Council more than doubled in size from eight members to 18.

The Biden administration’s tax proposals could have a negative impact on real estate investing.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

Offer ‘solutions more than products; ’the gig economy and the profession; new blog in town; and other highlights from our favorite tax bloggers.

Wyden’s proposed legislation would require them to pay tax annually on unrealized gains.

Nine CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.