Wealth management

From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.

Students in the Volunteer Income Tax Assistance Program offer free tax help for low to moderate-income taxpayers in Vermont.

The Internal Revenue Service issued a revenue ruling that aims to prevent abuse of stepped-up basis adjustments in irrevocable grantor trusts.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

When it comes to capital, private equity isn't the only game in town.

While depositors will be made whole under an extraordinary move by regulators, a fire sale of the entire bank and advisors fleeing to competitors create new challenges.

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

The network's local member firms in Istanbul and Ankara recommended an advocacy organization funded by Turkish rock singer Haluk Levent.

The Top 50 Firm is adding a financial planning firm and expanding its presence in Florida.

Accounting firms with financial planning practices need to differentiate themselves from the many other players in the space.