Wealth management

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

The Top 20 Firm is also taking an equity investment in Sequoia Financial, and the two plan to deliver services to each other's clients.

Useful tips; pets and tax bills; becoming simply profitable; and other highlights from our favorite tax bloggers.

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

The Top 50 firm voted to split leadership of its entities, HBK CPAs & Consultants and HBKS Wealth Advisors, giving each its own top executive. 

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

AI is your friend; hope from Moore; the risks; and other highlights from our favorite tax bloggers.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.

Here are some ways to build your wealth outside your practice.

SD Mayer's 5 Buckets Foundation brings together staff, clients and more to improve financial literacy.

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.

Estate attorneys are creating revival trusts aimed at extending wealth until people who get cryonically preserved can be revived, even if it's hundreds of years later.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?

Post-Chevon; sending your marketing out; new blog in town; and other highlights from our favorite tax bloggers.

Disaster planning; the flipside of an Employee Retention Credit mess; the QoE; and other highlights from our favorite tax bloggers.