Wealth management

Staffing and compensating a financial planning practice starts with the right model.

Brown Schultz Sheridan & Fritz announces two annual initiatives for minority students; and Test Prep Insight opens its $1,000 student scholarship.

President Joe Biden said anyone earning more than $400,000 a year would see a tax increase under his forthcoming economic program, highlighting the administration’s plans to address inequality in part through levies on the wealthy.

Estate planners are keeping a close eye on the department’s agenda, anticipating the possible revival of several regulatory projects shelved by the Trump administration.

Since last tax season, many clients have reassessed their charitable giving.

Now is a great time to start helping clients plan for their financial futures.

A donor has asked the IRS to open a fraud investigation into a nonprofit that builds schools in Africa, and for Canada’s federal police to seize its records.

Senator Elizabeth Warren said IRS funding should be bolstered so the richest Americans get audited about once every three years as part of her proposed 2 percent annual tax on wealth in excess of $50 million.

Big Four CPA Tiffany Vaughn has a side gig: Helping people achieve their money goals.

To delay or not delay; three questions about a digital tax; nonprofits and theft; and other highlights from our favorite tax bloggers.