Wealth management

Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm.

The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

The Accountants Salute to the Troops campaign supports the USO to bring the accounting profession together and raise much-needed funding to support our U.S. military.

CEO and co-founder Adam Holt discusses the visual financial planning platform.

Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.

A Tax Court case involving the pop legend's estate shows why there are many reasons and justifications for different valuations.

Plus Schulman Lobel acquired a tax compliance division of DFP Partners and merged in Tanton Grubman CPAs and Steinberg Shebairo; and Avantax added Wealth Financial Partners.

The IRS's $80 billion in new funding means more scrutiny of higher earners.

Accounting Today is in the midst of surveying CPA firms with wealth management practices for its 2023 'Wealth Magnets' ranking.