Wealth management

Juneteenth; ERP programs; compliance drift; and other highlights from our favorite tax bloggers.

If you have clients with college-age children earning money from their name, image and likeness, are they responsible enough to handle it and protect it?

The number of private tax-advantaged foundations and the amount of assets contained in them has reached nearly $2 trillion, even as the administration considers imposing new taxes.

A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.

The Council brings leading public accounting firms together across the country to provide greater awareness of the noble mission of the USO and raise funds.

For the 2026 Top Firms by Assets Under Management, managing the growth of their own practices is as much a challenge as growing their clients' wealth.

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.

Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.

The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.

The survey window for our "Wealth Magnets" annual ranking of the top CPA financial planners by assets under management has been extended until Friday, May 8.

Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most rudimentary financial planning.

The survey window for our "Wealth Magnets" annual ranking of the top CPA financial planners by assets under management is now open.

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

In June, voters will decide whether to impose an eight-fold increase to a gross-receipts tax on any large company doing business in the city where the highest paid executive earns 100 times or more than their median employee.

The Senate Finance Committee ranking member introduced two bills cracking down on grantor retained annuity trusts and private placement life insurance.

Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.

RIA Soltis acquired accounting, tax and advisory firm GDM Private Financial Solutions, the latest example of client demand for integrated wealth and tax planning solutions.