Wealth management

Jody Padar recaps her trip to AICPA Engage 2018 and the thought leaders she got to interview.

Matthew Rosenberg, president of RoseCap Investment Advisors in Colorado, was honored for his numerous contributions to the profession.

President Donald Trump’s personal charity repeatedly and willfully broke state and federal laws by engaging in a decade-long pattern of self-dealing that culminated in illegal coordination with his political campaign, New York alleged in a scathing lawsuit.

Jonathan Blattmachr, an estate planning lawyer, is such a fan of the strategy he’s created to help some of his wealthy clients get around the new property tax deduction cap that he’s using it himself.

The field of tax is usually not regarded as being an outlet for exceptional creativity.

Accountants have a new way to gain the PFS credential, and non-CPAs can get educated too.

A long-awaited standards update will clarify a key issue in the not-for-profit world.

The first step may be getting them to figure out what retiring means to them, a panel of CPA financial planners says.

Accounting Today's list of CPA wealth management practices with over $1B in AUM.