Wealth management

Everyone benefits from a well-thought-out plan, including staff and clients.

Tax pros share what they and their clients think about the proposed tax on the rich.

As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.

Democratic presidential candidate Michael Bloomberg pledged to support “taxing wealthy people like me” but dismissed a wealth levy tried in other countries and supported by rivals including Elizabeth Warren and Bernie Sanders because “it just doesn’t work.”

In volatile markets, client education and constant communication are ke

Here are some of the most commonly used vehicles for tax-advantaged giving your clients can deploy all year round.

Even Alexandria Ocasio-Cortez is skeptical about the viability of Elizabeth Warren’s wealth tax to pay for trillions of dollars in government programs and address income inequality.

Democratic representatives are working on legislation that would nearly double the top individual U.S. tax rate on the highest incomes.