Wealth management

Funding for nonprofit organizations has remained flat or declined this past year, according to a new survey, as they face pressure from inflation and continuing fallout from the pandemic.

Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.

The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.

Moss Adams, Dean Dorton, CapinCrouse and Avantax are expanding, and Crowe divests a line of tax tools.

Accounting firms need to decide how active they want to be with their financial planning clients.

Top 20 Firms BKD CPAs & Advisors and Dixon Hughes Goodman completed their previously announced megamerger, rebranding the combined firm as Forvis and launching Forvis Wealth Advisors.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

High-net-worth financial planning clients are looking for more options.

Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.

Grantor-retained annuity trusts thrive in a volatile stock market. Here are the lucrative tax reasons.