Wealth management

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

Dozens of millionaires from the U.S. and six other countries have a message for their governments: “Tax us. Tax us. Tax us.”

The Senate and House passed bipartisan legislation to help nonprofits remain financially viable during the COVID-19 pandemic.

To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible.

BDO USA is adding CFO Advisors and MorganFranklin Consulting’s public sector practice; RubinBrown Advisors combines with Wealth Management Advisors; Wessel & Co. merges in Perry & Co.; and CA PA joins Hancock Askew & Co.

IDGT’s are particularly useful estate planning tools in a low-interest-rate environment.

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management -- the question is how you handle them.

Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.

It pays to be a senior executive in a U.S. family office. Private investment firms of rich families there have the greatest number of C-suite executives making more than $396,000 a year.