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The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.

Scheme over, good buddy; what a load of bullion; and other highlights of recent tax cases.

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

By any other name; a different kind of clearing house; dodgy digital; and other highlights of recent tax cases.

With the development of artificial intelligence proceeding at a breakneck pace,

Our co-chairs return to the stage to wrap up the event, highlighting the most important takeaways from the previous two days,

Both before and after a deal, private equity will rouse a lot of emotions inside an accounting firm — and change a lot of people's roles.

Private equity is reshaping the accounting profession—fueling growth and modernization for some firms,

Once the ink on a private equity deal dries, accounting firms enter a new phase of their existence — one that requires fresh thinking,