Financial planning

What can you do to be distinct, and do it better than any of the major firms who pay millions for branding and wallet share from your clients?

The annual "Wealth Magnets" ranking, now in its 16th year, will be published in June.

Audits of high-net-worth filers require more time and expertise, and the agency’s underfunding has led to a significant loss of personnel capable of performing those.

The asset management firm partly owned by Top 100 Firm Warren Averett has acquired a registered investment advisory firm in Birmingham, Alabama.

Accountants need to focus on how they stand out from the crowd of wealth advisors.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

Don’t get stuck doing ‘a quick review’ or checking what clients have already bought.

The task force will gather experts in sanctions and export control enforcement, asset forfeiture, money laundering, tax enforcement, and foreign evidence collection.

The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.

Small-firm owners and partners are in the best position to advise their clients on the giving, holding and receiving of this wealth.

Understanding how gifted money will impact the student’s FASFA is critical.

The past year raises a number of questions for the next 12 months.

These policies create an excellent source for the payment of estate and other transfer taxes, as well as the augmentation of family income and wealth after the death of the senior generation.

The Build Back Better bill looks likely to only be considered in January 2022, and that likely in less radical form.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

Your clients’ lives aren’t limited to 9-5.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

It’s important to regularly revisit your clients' future with a fresh set of eyes,

Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.