Financial Planning

The private equity-backed Top 50 Firm launched a legal services practice called Sorren Law that will serve clients in Nevada, Idaho and Texas.

State-level estate taxes can be imposed at much lower thresholds. From domiciles to the timing of moves, here's what financial advisors should keep in mind.

The Internal Revenue Service issued a warning about promoters selling fraudulent "Tribal Tax Credits" that don't actually exist under federal law.

The agency is also proposing to overhaul the proxy solicitation process by eliminating the so-called glossy report.

Savant Wealth Management rebranded its tax and consulting arm as Savant Accounting & Business Advisory and simultaneously acquired two tax firms, expanding its presence in Illinois.

Stambaugh Ness and Zweig Group announced a merger to form SNZweig, a private equity-backed firm for architecture, engineering and construction clients.

Bessent didn't provide details about how the cost would be offset, though he said the Treasury had been working on the plan for "quite awhile."

Social Security benefits lifted 28.8 million out of poverty, while refundable tax credits helped 6.1 million.

The largest private foundations are just barely exceeding the 5% statutory threshold for charitable donations, according to a new report.