Wealth management

Despite what the wealth management industry suggests, some investors benefit more from the popular strategy than others.

DAFs have been receiving more than half their contributions from complex assets such as shares of public and private companies, real estate and cryptocurrency in the past five years.

All Bonadio Group offices were closed on Friday, as the CPA firm celebrated its fifth annual Purpose Day.

Stock market woes are depressing earnings for advisors who charge on client assets, but the pass-through benefit and a health insurance deduction can alleviate a lot of the pain.

The twins previously lived together in a castle in the Channel Islands known for its tax-haven status.

The conflicts are fewer than many think, but they still require attention and planning on the firm's part.

The Internal Revenue Service is coming under fire in Congress again, this time for lax oversight of fraudulent charities that applied for tax-exempt status and received approval.

The strategy is widely promoted, but it can leave some investors worse off.

Citrin Cooperman acquired Shepard Schwartz & Harris; MarksNelson bought Integrity Advisory; and CLM is acquired by private investors.

RubinBrown merged in Himes Consulting Group; WA Asset Management acquired BT Wealth Management; and BigTime Software acquired Projector PSA.