Wealth management

Your clients’ lives aren’t limited to 9-5.

Warren Averett became the latest accounting firm to receive capital from a private equity or investment firm, but in this case the money will go to the firm’s asset management subsidiary.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

Donor-advised funds increased their donations to charities last year in response to the COVID-19 pandemic, hitting the biggest levels in over a decade.

H&R Block adds employee benefits; REDW tax manager earns community service award; and more.

The world’s richest person has disposed of more than 4.5 million shares so far this week.

The Tesla founder will have a hefty tax bill however he chooses to make good on his pledge.

It’s important to regularly revisit your clients' future with a fresh set of eyes,

LGA merged in ALL CPAs; BA, Inc. combined with Flynn Accounting Solutions; HW&Co. added the Shealy Group; De Boer, Baumann partnered with NetWerks; and Avantax acquired Warner Finance.

Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.

That Rothko, Basquiat or Banksy hanging in the front hall may be a great way to get a tax break.

Deloitte also announced the creation of a $250,000 tuition scholarship program at HBCU Grambling State University.

The latest proposal underscores a fierce fight in Congress over ways to pay for Biden's slimmer social-spending agenda.

The Senate Republican leader ridiculed a tax plan targeting the unrealized capital gains of the ultra wealthy as a “harebrained scheme.”

The Top 100 Firm highlighted nonprofits across Arizona, Colorado, Minnesota, Nevada and North Dakota for their creativity and “sustainable revenue ideas.”

Rehmann associate Maher Faik also raises $40,000 for Friends of Foster Kids through participation in the 100 Businesses Who Care pitch event.

There’s no telling where the vast fortunes hide on tree-softened Phillips Avenue in Sioux Falls.

The Social Security Administration said Wednesday that Social Security and Supplemental Security Income benefits will go up 5.9% next year, affecting approximately 70 million Americans.