Wealth management

Keeping clients from making impulsive changes is an election priority for top CPA financial planners — but so is figuring out the long-term regulatory impact.

The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.

CPAs do very good jobs helping clients build wealth, but many do not do so good with themselves. Here are some tips to help you grow your wealth.

CPA financial planners need to make clear how they're different from the rest of the pack.

Arkansas and Alaska are among the states where residents have the least financial literacy, according to a new report.

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

Katz, Sapper & Miller is adding Cassady Schiller; Eide Bailly merged in Edward White & Co.; Forvis plans to acquire ConTech360; and Avantax acquired GA Investment Management.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.

Rescheduling cannabis; the outsourcing question; medical deductions in retirement communities; and other highlights from our favorite tax bloggers.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

The new advisory service follows Platform's acquisition of Walpole Financial Advisors.

Plus, Estateably touts new accounting tools for estate planning; and other accounting tech news and updates.

Accountants are at a unique juncture where the convergence of a massive redistribution of wealth and rapid technological advancements can redefine their roles and impact.