Tax planning

Speak to a few family office experts, and you’ll hear the phrase, “When you’ve seen one family office, you’ve seen one family office.” But press them on common errors, and they have a lot to say.

Renaissance Technologies, the giant hedge fund founded by billionaire Jim Simons, looks like it has created the premier individual retirement account.

With no technical corrections yet for the Tax Cuts and Jobs Act, many taxpayers are left wondering how to move forward with their 2018 returns.

A Revenue Stream to Transform Your Tax Practice

If Democrats want the wealthy to pay more into the U.S. Treasury, they’ll need to contend with one fact: the rich are very good at dodging taxes.

Democratic presidential hopeful Elizabeth Warren has proposed a wealth tax on Americans worth more than $50 million, a pitch aimed at satisfying the eagerness of progressive voters to confront income inequality.

Personal financial satisfaction declined in the fourth quarter of 2018 as stock market gyrations and the prospect of a government shutdown weighed on U.S. consumers, according to a survey by the American Institute of CPAs.

Complicated corporate tax planning tactics can produce uncertainty about taxes, in addition to the basics of company operations and finances.

She may not be in Davos, but the freshman Congresswoman’s influence is already being felt on the slopes of the Swiss Alps.

Jeff Pierce intends to grow the unit while focusing on new opportunities.