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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 -
Firms of any size can inspire a world-changing culture that starts from the inside of the organization and expands into other spheres of influence.
December 28Prager Metis CPAs -
The Internal Revenue Service's Exempt Organizations and Government Entities unit has published two new technical guides aimed at nonprofits.
December 27 -
The IRS-sponsored program relies on hundreds of dedicated accounting volunteers to ensure filers receive the crucial and necessary tax refunds they depend upon and ultimately help people fight poverty and food insecurity.
December 27Sax LLP