Wealth management

The state society's annual awards recognize local CPAs and their commitment to service, diversity and innovation.

Biden administration proposals could radically reshape how wealthy Americans are taxed.

Client referrals are a great way to grow your financial planning practice — provided you can get them.

The annual Wealth Magnets list ranks CPA financial planners by assets under management.

The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.

If employees are a company’s greatest assets, then children are a person’s greatest treasure.

The society honored professionals across a wide range of categories, including Women to Watch, Lifetime Achievement, Advancing Diversity and more.

Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.

It’s all but inevitable that the Biden administration, as well as lawmakers at the state level, will target millionaires and billionaires for more levies.

The heirs of billionaire Heinz Hermann Thiele may owe German authorities more than 5 billion euros ($6 billion) in inheritance taxes, potentially the largest such bill in the country’s history, according to ManagerMagazin.