Wealth management

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.

A U.S. donor to Canada’s WE Charity said he has asked the Internal Revenue Service to open a fraud investigation into the organization after testifying that it took down a plaque on a Kenya school built to honor his dead son and replaced it with that of another donor.

Senator Elizabeth Warren, joined by Reps. Pramila Jayapal and Brendan Boyle, proposed a new wealth tax on households with a net worth of more than $50 million.

CPA financial planners should play a major role in giving life insurance advice to their clients.

The pandemic has fueled a dramatic new wave of high-profile migration, sending tech workers to Texas, Wall Street types to Florida — and now YouTube provocateur Logan Paul to Puerto Rico.

Holders of donor-advised funds increased their disbursements last year in response to urgent demands for greater charitable contributions to cope with the COVID-19 pandemic.

U.S. prosecutors and Internal Revenue Service agents spent four years piercing the veil of secrecy that billionaire money manager Robert F. Smith wove to hide more than $200 million in income.

Many HNW investors are underwhelmed with the offerings of the average financial planning firm.

Thanks to vagaries of the accounting world, Donald Trump’s administration had a chance in the final weeks of the presidential race to cancel more than $200 billion of student loans with no immediate hit to the Department of Education’s massive portfolio. Yet it didn’t do it. Now, perhaps Joe Biden will.

The New Jersey Society of CPAs has awarded $1,200 each to ten of its members to help offset tuition costs on the road to becoming a CPA.

Given the size and number of tax changes proposed by the Biden administration, it’s no wonder advisors face challenges in helping clients prepare for the year ahead.

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.