Wealth management

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

Private foundations are using donor-advised funds to sidestep federal laws designed to make sure the wealthy donate money to the needy in a timely fashion, not defer the gifts for generations.

The accounting firm is aiding the United Way of the Capital Region through a miniature golf tournament.

Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.

Go beyond the standard due diligence in examining a potential acquisition.

More than ever, it's important for CPAs and financial planners to ask their clients about the presence of a child with special needs in the family.

Dixon Advisory and Superannuation Services was penalized for failing to act in its clients' best interests and provide advice that was appropriate for its clients' circumstances. 

ERC "mills" have come out of the woodwork to lure small business owners into taking a lucrative tax credit they don't qualify for. Here's what advisors need to know.

What happens if your client invests in a Roth IRA? What about buying a home? Or even donating to charity?

A recent study has found that the number of people who overestimate how savvy they are has grown.