Wealth management

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.

Personal financial satisfaction declined in the fourth quarter of 2018 as stock market gyrations and the prospect of a government shutdown weighed on U.S. consumers, according to a survey by the American Institute of CPAs.

She may not be in Davos, but the freshman Congresswoman’s influence is already being felt on the slopes of the Swiss Alps.

Jeff Pierce intends to grow the unit while focusing on new opportunities.

The North Carolina appeal could have nationwide repercussions.

CPA financial planners share their favorite moves for kicking off the year right.

Baker Tilly partner Susan Teicher also joined Women in Need's board of directors.

Progressive House Democrat Alexandria Ocasio-Cortez called for a sharp tax hike on the highest incomes in order to fund a massive “Green New Deal.”

The nation’s super-rich are running for cover on concern the government will make up the shortfall by going after the wealthy.

There’s a reason why 20 percent of surfers catch 80 percent of the waves.

The traditional talk that CPAs have with their clients has been upended thanks to the Tax Cuts and Jobs Act.

Are you ready to step up to this level of service?

A Henry+Horne senior manager volunteered with the Foundation for Blind Children, and Stephano Slack delivered gifts to Devereux Behavioral Health.

AAFCPAs' 'Giving Tuesday' also raised $31K for local charities, and Marks Paneth's Parsippany office donated gifts to the Salvation Army.

The Internal Revenue Service’s recent proposal to extend gift and estate tax exemptions beyond 2025 could spur some large transfers of wealth.

The New Jersey Society of CPAs also donated over 3,700 pounds of food to local food banks.

Officials unleashed a burst of subpoenas seeking financial records that would reveal whether the president is profiting off foreign governments.

Austria is trying to free about 70 billion euros ($80 billion) of capital locked in a “golden cage” the country created a few decades ago.