Wealth management

Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.

By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.

Clients with concentrated stock holdings might be better off turning their portfolios into ETFs in a tax deferral transaction called a Section 351 conversion.

The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.

A survey found that a majority of investors disagreed with requiring scaling back to semiannual reporting for public companies.

Whether advisors choose individual stocks or not, the SEC's proposal to allow semiannual reporting rather than quarterly could impact clients' portfolios.

King Charles and Prince William disclosed their personal tax obligations for the first time in their current roles in an attempt to increase the transparency of the British monarchy's finances.

For practitioners willing to learn the rules, Trump accounts are the best client acquisition and retention opportunity we've had in a decade.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

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.