Wealth management

Significant tax and legal issues may be triggered with some types of estate planning arrangements.

Property-tax map; zero due meaning; partners' pay differences; and other highlights from our favorite tax bloggers.

From more agents to the deployment of AI, the service is directing resources where the money is.

A successful merger with Top 100 Firm Carr, Riggs & Ingram has spurred Level Four Group's rapid expansion and continues to provide new growth opportunities

There will always be both business owners and individuals who drag their feet on different elements of their financial planning.

If clients don't know what their future selves look like, they can't finish the planning process. That's where you (and behavioral finance) come in.

The accounting icon has found yet another way to give back in addition to his teaching, mentoring, writing and many other contributions to the profession.

The service held a webinar to raise awareness about programs that companies can use to help employees pay off student loans and other educational expenses. 

The tax-focused financial planning and wealth management company that partners with accounting firms is going private and joining a larger financial firm.

Educational assistance programs can help employees cope with the resumption of payments through a tax-free fringe benefit.

ERC questions; rethinking revenue; Ozempic and Wegovy; and other highlights from our favorite tax bloggers.

The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.

Tax professionals may be unaware of the potential benefits that can be gained by partnering with a wealth manager.

If partners do not have a buy-sell agreement and one of them dies or is suddenly disabled, there will be problems between the survivors and the family of the affected partner.

Buy-ins are changing; faxing the IRS; Barbie and sales tax; and other highlights from our favorite tax bloggers.

Young accountants from the Top 100 Firm volunteered 225 hours at local organizations and nonprofits across the United States. 

The Accountants Salute the Troops campaign is bringing the profession together to increase awareness of the USO's mission and raise much-needed funding to support the men and women of our military.

KPMG employees donated their time to over 475 nonprofits for the firm's second Community Impact Day, an annual volunteer day of community service.

The recent case of Aretha Franklin's estate highlights the issues surrounding these handwritten testaments.

Little steps with tech; getting rid of clients; cuts and holidays; and other highlights from our favorite tax bloggers.