Wealth management

Nonprofits, lawmakers and others want to see more giving from fund donor-advised funds, which have grown popular recently because they’re so flexible.

Could your accounting firm thrive as a multifamily office?

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

Divorce and COVID-19 each bring various tax considerations.

The guidance says some deductions of estates and non-grantor trusts are not considered to be miscellaneous itemized deductions.

Rich Americans are taking advantage of an unprecedented opportunity, made possible by the coronavirus pandemic, to transfer money to their children and grandchildren tax-free.

Just before the coronavirus roiled the economy, wealthy investors piled into funds that take advantage of a popular, two-year-old tax break meant to help poor communities.

Difficult times hold up a mirror to your practice. What will you see?

Now in its 14th year, the Wealth Magnet report aims to highlight the biggest CPA-financial planners.

The novel coronavirus pandemic is causing the biggest drop in Americans’ financial situation in over a decade.