Financial Planning

For the owner of a multimillion-dollar company, selling by the end of 2020 could result in a much smaller tax bill than striking a deal in 2021 under new rules.

Consumers in 2019 were more likely to say plans to hike taxes on the wealthy would harm economic growth than they were in prior years, despite it being a key campaign pledge for nearly every Democratic presidential candidate, according to a new University of Michigan survey.

The controversy keeps mounting over a new tax break for investing in poor U.S. communities. But investors keep piling in.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

PKF O’Connor Davies adds DHL&S; LBMC Technology Solutions merges with InterDyn Artis; Finkler joins HW&Co.; Gilliam Coble & Moser merges with Apple, Bell, Johnson & Co.; and Blucora plans acquisition of HK Financial Services.

Here’s a look at the most significant decade for the fastest-growing giving vehicle.

The world’s second-richest person said he wants his fellow billionaires to pay much higher taxes.

Home values in areas designated as “opportunity zones” appear to have been affected so little it’s “statistically indistinct from zero,” according to new research.

Teach clients to avoid the end-of-the-year rush to make the most of their donations.

Everyone benefits from a well-thought-out plan, including staff and clients.