Wealth management

The right communication strategy and strong deliverables are key.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

Clients’ spouses may be hiding assets in any number of tax-related ways.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

Credit Suisse Group AG is dealing with the fallout of a fraud at its international wealth management business, two years after it was criticized by a regulator in a similar case that rattled the bank and raised questions about controls.

Depending on the economy and the election, they could be on the chopping block as soon as 2021.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

It’s not too early to start thinking about post-election tax planning.

The Internal Revenue Service is giving taxpayers a break if the checks they mailed in to pay their taxes still haven’t been opened up yet and are sitting in the trailers the IRS set up during the pandemic.

Blumshapiro Foundation donates $24K to support New England food banks; and the Georgia Society 7th annual Georgia Accounting Food Fight goes virtual to end hunger.