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The California Society of CPAs and the National Association of Black Accountants are helping the entertainment community, businesses and homeowners recover.
April 10KCK CPA -
Donor-advised funds are continuing to grow while enjoying substantial tax deductions -- even as many contributions go to other DAFs.
April 7 -
Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.
March 17 -
Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.
December 5 -
The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.
September 16 -
SD Mayer's 5 Buckets Foundation brings together staff, clients and more to improve financial literacy.
August 2 -
Here's a smart way to add long-lasting value to your client relationships.
June 11Arrowroot Family Office -
Marlene Engelhorn plans to let 50 strangers decide the fate of her inheritance.
March 15 -
Nonprofit development and accounting departments are working toward the shared goals of sustainable growth and accomplishing their mission.
March 13Community Brands -
The American Institute of CPAs is asking the Treasury and the Internal Revenue Service to postpone the effective date of their final regs on donor-advised funds.
February 5