Wealth management

The White House is developing a plan to cut taxes by indexing capital gains to inflation, according to people familiar with the matter, in a move that would largely benefit the wealthy and may be done in a way that bypasses Congress.

They’re an eclectic bunch — some of the nation’s most privileged heirs alongside entrepreneurs who have made spectacular fortunes in real estate, finance and Silicon Valley. But collectively they’re united on the need to tax more of the richest Americans’ assets.

Democratic presidential hopeful Bernie Sanders will propose canceling the nation’s outstanding $1.6 trillion of student debt and offsetting the cost with a tax on Wall Street transactions.

The court unanimously agreed that a non-contingent beneficiary's residence was not enough of a reason for a state to tax a trust.

Americans gave less money to charities last year partly because the Republican tax law changes made many people ineligible for tax breaks that can inspire donations.

Accountants should transform their services now, before they have to, say Erik Asgeirsson and Mark Koziel.

The American Institute of CPAs announced that seven CPAs under the age of 40 were recognized for their early contributions to the personal financial planning space.

Sen. Ron Wyden, D-Ore., introduced the legislation in response to the recent college admissions scandal.

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

The 2019 class of the Top Firms by AUM is wrestling with software, the talent wars, the need to communicate their value proposition, and more.