Wealth management

A new year offers a chance for a new start with clients.

Meanwhile, Fulcrum Partners managing director Monte Harrick volunteers to keep his son's varsity basketball season going through COVID-`19 disruptions.

Even with just a few days remaining in 2020, a trustee can still employ tax-saving strategies.

Concerns about rising tax rates under the incoming Biden administration are a major factor.

MSPC CPAs raises $18K for a local children's hospital foundation, Santa Monica firm Gumbiner Savett collects shoe donations for a local elementary school, and and the Texas Society of CPAs starts its Month of Service.

UHY tax principal Thérèse Wolfe says Generation X is sandwiched between the needs of their aging parents and those of their college-debt burdened children — and they need help to handle the financial burdens.

With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

The company's offering is aimed at wealth management and accounting firms supporting high-net-worth clients.

But the IRS would need more resources, writes Natasha Sarin, an assistant professor of law at UPenn.