Financial planning

It pays to be a senior executive in a U.S. family office. Private investment firms of rich families there have the greatest number of C-suite executives making more than $396,000 a year.

Could your accounting firm thrive as a multifamily office?

Difficult times hold up a mirror to your practice. What will you see?

Now in its 14th year, the Wealth Magnet report aims to highlight the biggest CPA-financial planners.

The novel coronavirus pandemic is causing the biggest drop in Americans’ financial situation in over a decade.

The financial planning or wealth management business is still evolving into a profession that can be broadly respected and somewhat consistent from practice to practice.

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

CFP exam registrants affected by the closures will be rescheduled for the July 2020 exam, currently scheduled for July 7-14, 2020, at no additional cost.

The super-wealthy can deploy sophisticated strategies to pass on billions of dollars to their descendants tax-free.

CPA financial planners are noticing scams perpetrated against their elderly clients, according to a new survey by the American Institute of CPAs.