Financial planning

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

Who owns the business and who is going to run it are separate — but equally important — questions.

As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.

Retirement plan sponsors and advisers receive guidance from the IRS on how to legally incentivize plan participation.

The Connecticut-based financial advisory firm has added a CPA firm, as well as a registered investment advisory firm.

The Top 100 Firm is teaming up with a financial planning and RIA firm in a new joint venture.

The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.

From more agents to the deployment of AI, the service is directing resources where the money is.

A successful merger with Top 100 Firm Carr, Riggs & Ingram has spurred Level Four Group's rapid expansion and continues to provide new growth opportunities

There will always be both business owners and individuals who drag their feet on different elements of their financial planning.

If clients don't know what their future selves look like, they can't finish the planning process. That's where you (and behavioral finance) come in.

The tax-focused financial planning and wealth management company that partners with accounting firms is going private and joining a larger financial firm.

The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.

Tax professionals may be unaware of the potential benefits that can be gained by partnering with a wealth manager.

The recent case of Aretha Franklin's estate highlights the issues surrounding these handwritten testaments.

When asking if knowledge in the hands of your clients is helpful … the argument can go both ways.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

The Top Firms by AUM share their biggest concerns — and they're not about the markets.

The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.

Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.