Wealth management

The Accountants Salute to the Troops campaign supports the USO to bring the accounting profession together and raise much-needed funding to support our U.S. military.

CEO and co-founder Adam Holt discusses the visual financial planning platform.

Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.

A Tax Court case involving the pop legend's estate shows why there are many reasons and justifications for different valuations.

Plus Schulman Lobel acquired a tax compliance division of DFP Partners and merged in Tanton Grubman CPAs and Steinberg Shebairo; and Avantax added Wealth Financial Partners.

The IRS's $80 billion in new funding means more scrutiny of higher earners.

Accounting Today is in the midst of surveying CPA firms with wealth management practices for its 2023 'Wealth Magnets' ranking.

Many advisors have clients who took out the forgivable loans. Some wealth management firms did the same. Three years after the government doled out more than $800 billion in mostly-free cash, here's what's happening.

From a bag of used clothing to artwork worth millions, donations can get a tax deduction — the complications arise when dealing with substantiation requirements. 

Hard data about charitable donations denominated in cryptocurrency is difficult to obtain.