Wealth management

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.