Wealth management

Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.

The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.

The U.S. Department of Education is delaying involuntary collections of student loan debt by garnishing wages and seizing tax refunds.

Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors and their clients bite?

A proposed tax on billionaires in California has led to fear among investors and shows the difficulty of doing business in the state.

The Top 75 Firm has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra Financial Advisors.

The tax shield on student loan forgiveness has expired. Here is how advisors can help clients lower their burdens.

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.

Independent research firm Morningstar's latest study of the value of financial advice examines tax-efficient IRA asset location during the decumulation phase.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

The council's inaugural in-person meeting will be held on Tuesday, Dec. 16 from 12:00 p.m. EST through 1:30 p.m. EST at Sax's New York City offices.

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

PKF O'Connor Davies, a Top 25 Firm based in New York, has added Wolf Maryles & Associates, also headquartered in Manhattan.

The initiative from the president's tax law has drawn support from corporate and financial leaders.

Just in time for Giving Tuesday, there's some good news for charities, thanks to the One Big Beautiful Bill Act, but also some new caps and limits.

The USO's Accountants Salute the Troops Council aims to bring the accounting firms together to raise $250,000 in funding by July 4, 2026.

Mauldin & Jenkins merged in LaPorte CPAs & Business Advisors; Ascend's TSS Advisors added John G. Burk & Associates; Ascend's Walter Shuffain Advisors integrated Richardson & Co.; Cross Financial joined Crete Professionals Alliance.

Handling tough clients; not all revenue is created equal; military returns; and other highlights from our favorite tax bloggers.

The Internal Revenue Service has provided a safe harbor for certain trusts enabling them to stake their digital assets without jeopardizing their tax status.

The Council raises between $1 million to $1.5 million per year from approximately 40 participating accounting firms to research and treat Alzheimer's disease.