Wealth management

A lot can go wrong when acquiring a practice from a deceased accountant’s estate. Here are some real-life examples.

The wealth management firm is changing its name and leadership structure to reflect its relationship with Wipfli, effective June 1.

The deal will expand the Top 100 Firm's presence in New England.

Florida’s long-running effort to lure Wall Street hotshots is gaining traction thanks to a provision in the federal tax law that hits residents of high-tax states.

The Top 100 Firm was on hand for the debut of the biographical film of author and speaker Steve Pemberton.

CPA advisors need to do more planning for themselves.

The private equity firm has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever.

XYPN will cover the costs of the CPA Exam for its members who do not yet have CFP certification.

A New York Republican introduced legislation in the House that would waive the new tax on about 30 wealthy college endowments if they spend 25 percent of their annual investment earnings on reducing the cost for middle-income students.