Financial planning

The Internal Revenue Service ended a strategy for examining high-income taxpayers in 2017 and switched to another strategy that brought in far less tax revenue in the next few years.

The 8th Earl Cadogan, will use most of the proceeds of his family’s real estate business from the past decade to settle a U.K. tax charge.

The former Microsoft CEO was cited in a ProPublica story that showed how billionaires use ownership of sports teams to lower their tax obligation.

Why your clients probably need a financial planning audit.

The leaders of the biggest Western economies are expected to endorse a plan that focuses on super-wealthy individuals and businesses.

Private wealth clients, hedge fund managers and cryptocurrency traders fleeing to Puerto Rico for its huge tax breaks — and to escape President Joe Biden’s proposed capital gains tax increases — are now the focus of a sweeping Internal Revenue Service review.

The leading CPA financial planners with over $1 billion in assets under management

Financial planning clients need to start preparing for potential legislative upheavals now.

Biden administration proposals could radically reshape how wealthy Americans are taxed.

The annual Wealth Magnets list ranks CPA financial planners by assets under management.

If employees are a company’s greatest assets, then children are a person’s greatest treasure.

Gamification and the ease of using apps with access to complex financial instruments presents substantial risk.

Staffing and compensating a financial planning practice starts with the right model.

Since last tax season, many clients have reassessed their charitable giving.

Now is a great time to start helping clients plan for their financial futures.

Big Four CPA Tiffany Vaughn has a side gig: Helping people achieve their money goals.

To delay or not delay; three questions about a digital tax; nonprofits and theft; and other highlights from our favorite tax bloggers.

CPA financial planners should play a major role in giving life insurance advice to their clients.

Many HNW investors are underwhelmed with the offerings of the average financial planning firm.

Given the size and number of tax changes proposed by the Biden administration, it’s no wonder advisors face challenges in helping clients prepare for the year ahead.