Insurance

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

Mehmet Oz, Trump's nominee to lead the Centers for Medicare and Medicaid Services, may have "significantly" underpaid Social Security and Medicare taxes.

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that advisers can use to highlight the value of HSAs.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.

Experts share a handful of new and emerging threats that CPA firms should keep an eye out for.

The market for professional malpractice liability insurance is evolving even as the profession evolves.