Wealth management

If you think true financial planning is all about investments and annual returns, think again.

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.

Washington Governor Bob Ferguson said he wouldn't sign a budget that relies on the wealth tax proposed by his fellow Democrats in the state legislature.

Teaching fraud; easement settlement offers; new blog on the block; and other highlights from our favorite tax bloggers.

The board is mulling changes in its auditor independence standards for audits of collective investment schemes involving connected parties and pension funds.

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

The third of four looks at how specific accounting firm niches are being impacted — for good and ill — by artificial intelligence.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.