Wealth management

Private wealth managers and accountants are advising their ultra-rich clients to deal with the topic of their own mortality.

As we enter into the tax planning stage of the year, the focus shifts to helping clients understand the impact of the Tax Cuts and Jobs Act and optimize their tax positions.

Are you telling your clients and potential new clients what you do, or are you explaining to them why you do it?

Tuition refunds, expanded uses for 529 funds, and rollovers are highlighted.

Financial planners need to find answers to the machine threat.

Three rules for protecting your clients

The service is showing signs that it’s planning to issue regulations on the deductibility of expenses for estates and trusts in the wake of the new tax law.

A record number of job openings and the strong stock market are boosting Americans' sense of financial well-being -- despite rising interest rates.

Among the wealthy tri-state area set, there’s more buzz than ever about fleeing south to Florida, land of mild winters and, more importantly after last year’s federal tax overhaul, zero state personal income tax.