Wealth management

Prager Metis CPAs wants more accounting firms to join the annual Walk to End Alzheimer’s.

CPA financial planners are noticing scams perpetrated against their elderly clients, according to a new survey by the American Institute of CPAs.

The law to boost retirement planning has tax consequences.

How many clients have told you they can’t wait until they’re retired? Suppose you ask them point blank, “What does retirement look like to you?”

Some accountants worry that entering into financial planning services may create conflicts of interest -- and they're right, according to John Napolitano of U.S. Wealth Management, though the specific conflicts may not be what they expect.

The Financial Accounting Standards Board proposed an accounting standards update Monday to enhance the transparency of how not-for-profit organizations present and disclose contributed non-financial assets.

Your clients’ complex financial lives offer major opportunities.

The former Treasury Secretary proposed a suite of steps the U.S. government can take to raise trillions of dollars more in revenue from the rich without adopting a wealth tax.

One way the rich get richer is through inheritance, and they’re barely paying taxes on it.

Next time you meet with a client, instead of just making small talk or asking, “How’s the family doing?” take it a step further.