Financial planning

To truly optimize clients' financial lives, advisors and CPAs must come together. By adding an elite wealth management practice, CPAs can see an increase in bottom-line revenue.

TaxAct will belong to an affiliate of Cinven, a U.K.-based private equity fund.

A recent survey by PwC showed that 71% of institutional investors want stronger regulatory requirements to guide the actions of the fund management industry.

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

Go beyond the standard due diligence in examining a potential acquisition.

More than ever, it's important for CPAs and financial planners to ask their clients about the presence of a child with special needs in the family.

What happens if your client invests in a Roth IRA? What about buying a home? Or even donating to charity?

A recent study has found that the number of people who overestimate how savvy they are has grown.

Serving a single family can be a complex — but profitable — niche.

A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.