Wealth management

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.

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.

Residents of New York, Virginia and 11 other states could end up with a surprise tax hit of hundreds of dollars next year on forgiven student loans.

Concerns have mounted over the last few days about the tax ramifications of President Biden's forgiveness of student loan debt.

The billions in student loan debt forgiveness announced by the Biden Administration will be exempt from federal taxation but could be taxable at the state level in more than a dozen states — a hiccup many states are expected to quickly handle.

The student-loan forgiveness will qualify as non-taxable income until 2025 under the American Rescue Plan.

Serving a single family can be a complex — but profitable — niche.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

What will happen to your practice if you die prematurely? What happens if you suddenly become disabled?

A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.

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