Wealth management

Speak to a few family office experts, and you’ll hear the phrase, “When you’ve seen one family office, you’ve seen one family office.” But press them on common errors, and they have a lot to say.

Clients' returns raise crucial planning questions.

The Vermont senator is considering a second run for president, and said his plan would apply to the wealthiest 0.2 percent of Americans

The billionaire CEO of JPMorgan Chase is OK with tax increases on the wealthy, as long as the revenue goes where he thinks it’ll do the most good.

A trio of Republican senators has reintroduced legislation to get rid of estate taxes completely.

The new certificate can be added to email signatures, websites and social media platforms to quickly verify a professional's credentials.

Prior to the Tax Reform Act of 1986, the tax code was full of loopholes that individuals could take advantage of, especially movie stars.

Many business owners and entrepreneurs are looking to realize value from the companies they've created, but don't know how, says Anthony Glomski, who sees a major role for accountants in guiding these clients through a liquidity event.

If Democrats want the wealthy to pay more into the U.S. Treasury, they’ll need to contend with one fact: the rich are very good at dodging taxes.

Democratic presidential hopeful Elizabeth Warren has proposed a wealth tax on Americans worth more than $50 million, a pitch aimed at satisfying the eagerness of progressive voters to confront income inequality.