Wealth management

Firms of any size can inspire a world-changing culture that starts from the inside of the organization and expands into other spheres of influence.

The Internal Revenue Service's Exempt Organizations and Government Entities unit has published two new technical guides aimed at nonprofits.

The IRS-sponsored program relies on hundreds of dedicated accounting volunteers to ensure filers receive the crucial and necessary tax refunds they depend upon and ultimately help people fight poverty and food insecurity.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

The imminent arrival of beneficial ownership information reporting raises questions about indirect control, such as through trusts.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

More working Americans have a health savings account, but many are not using them to their fullest potential.

The Top 100 Firm is teaming up with a financial planning and RIA firm in a new joint venture.

The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.