Wealth management

The Top 100 Firm was on hand for the debut of the biographical film of author and speaker Steve Pemberton.

CPA advisors need to do more planning for themselves.

The private equity firm has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever.

XYPN will cover the costs of the CPA Exam for its members who do not yet have CFP certification.

A New York Republican introduced legislation in the House that would waive the new tax on about 30 wealthy college endowments if they spend 25 percent of their annual investment earnings on reducing the cost for middle-income students.

President Donald Trump’s tax overhaul could wreak havoc on prenuptial agreements across the country — and maybe even his own.

Workers are forced to draw on their 401(k) retirement savings for more immediate needs, according to a new survey by PwC.

The updates will go into effect starting with the November 2018 exam.

The organization is seeking research papers on a number of topics for its third annual Academic Research Colloquium next February.