Wealth management

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.

Team members donate time and resources in Michigan as part of the firm's annual Day of Impact. 

The independent investment advisory firm that spun off from RSM US earlier this year is buying Cherry Bekaert's wealth management business.

Grants to charities from donor-advised funds grew 28% last year, according to a new report, as DAFs also come under scrutiny for helping the wealthy shield their money from taxes.

Taking the prize in annual installments over 29 years, rather than all upfront, dramatically increases the windfall. Lottery victors with seven-figure winnings can also reduce their tax bill.

For some borrowers, the impact of the White House's student-debt forgiveness program may be influenced by the interpretation and implementation of tax law.

To truly optimize clients' financial lives, advisors and CPAs must come together. By adding an elite wealth management practice, CPAs can see an increase in bottom-line revenue.

Estate tax collections in 2021 hit their highest levels since former President Donald Trump's tax cuts took hold, a stark trend reversal that experts attribute to one-off pandemic factors.