Wealth management

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.

With residency, luxe living and low taxes mere table-stakes, the availability of trained staff to help the ultra-rich run their lives and their money has become a key battleground.

The Senate Finance Committee is questioning whether the sum from Leon Black amounted to gifts for which the private equity leader owes taxes.

When asking if knowledge in the hands of your clients is helpful … the argument can go both ways.

These experts aren't only helping businesses and investors uncover fraud — they also can help people who are going through a divorce trace assets.

U.S. prosecutors and IRS agents are looking to build cases against individuals suspected of illegally taking advantage of breaks that lured crypto traders and fund managers.

The wealth management firm has made a strategic investment in a tax and advisory firm.

Eight college accounting students will receive scholarships through Windham Brannon's endowment fund via the Georgia Society of CPAs Educational Foundation.

The justices, voting 6-3 along ideological lines, sided with six Republican-led states that sued to challenge the program.

The firm celebrated its 45th annual "& More Day," highlighting employee accomplishments in philanthropy and client services.

Not every relationship is forever … unfortunately for most of them.