Wealth management

Before Elizabeth Warren’s wealth tax, there was Donald Trump’s wealth tax.

Analysts are more likely to highlight the negatives instead of the positives, according to new research.

You’ve no doubt been offered the opportunity to purchase inexpensive term insurance through your association, but what happens when you get older?

Some of the top Democratic presidential candidates are trying to make a name for themselves by calling for higher taxes on the wealthy.

Since the Tax Cuts and Jobs Act passed at the end of 2017, more CPAs, as well as attorneys and financial advisors, have recommended their clients establish DAFs.

The American Institute of CPAs is asking the Treasury and the IRS about their proposed regulations on estate and gift taxes under the Tax Cuts and Jobs Act.

The Microsoft co-founder believes it’s appropriate for wealthy people to pay much higher taxes.

The Democratic presidential candidate would limit American families’ expenses to 7 percent of income regardless of how many children they have in care.

A Warren Averett staffer is named Atlanta Habitat chairperson; Friedman LLP participates in a local Equinox Cycle for Survival charity ride; and the Bonadio Group donates to two local Habitat for Humanity chapters.

Tax pros share how they discuss preparing for the Golden Years with customers.

NJCPA CEO Ralph Thomas will also discuss property taxes and field questions on a live PBS session.

Quadriga CX's dilemma is just the latest cautionary tale in the unregulated world of cryptocurrencies.

Higher rates tend to be a good thing for the state and local government bond market, a haven for investors looking for income that’s exempt from federal taxes.

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.