Wealth management

The Internal Revenue Service's Exempt Organizations unit needs to change its procedures and training when deciding whether to deny tax-exempt status to charities, according to a new report.

The next generation of the ultra-rich say they're ready for succession. The executives responsible for managing families' fortunes aren't so sure.

Certain wealthy people have placed big bets on the companies that made them rich for decades without the IRS objecting.

Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.

Baker Tilly appoints new chief people officer; CohnReznick names first ESG practice leader; and more CPA news.

The Florida Institute of CPAs held a disaster recovery event at Fort Myers accounting firm Stroemer and Co. to support people affected by the disaster. 

The most important quality of the so-called 501(c)(4) organization boils down to one word: control.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

The new rule has a profound impact on advisor use of testimonials, performance advertising, and compensation for referrals.

An old solution to a new question; misconceptions about making partner; keeping staff; and other highlights from our favorite tax bloggers.