Wealth management

Carr, Riggs & Ingram LLC has created a new licensed broker-dealer unit that will operate under the name Carr, Riggs & Ingram Transaction Advisors LLC.

The American Institute of CPAs is asking Congress to make permanent changes in the estate tax as soon as possible to provide certainty to taxpayers before the current rates and rules expire at the end of the year.

KPMG LLP has allied with Axiom Software Laboratories to address new regulatory requirements facing investment advisors, including Form PF.

A new study has found that while women are more conservative with their finances than men, 63 percent still believe their financial planning needs improvement.

Investment fraud and financial exploitation of senior citizens are getting worse, according to a new survey.

A new report from the Federal Reserve indicates that the median net worth of American families plummeted by 38.8 percent in the aftermath of the recession.

Advising entrepreneurial clients is rarely easy work for planners, especially when it comes to dealing with warring members of a family owned business.

Accounting Today is now accepting submissions for its annual Wealth Magnets list of the top CPA firms ranked by assets under management

In an effort to "jumpstart" the U.S. economy and create more jobs, both the House and the Senate passed the Jumpstart Our Business Start-ups (or JOBS) Act, and President Obama signed the JOBS Act into law.

A House subcommittee held a hearing to consider what impact the return of a higher estate tax rate in 2013 would have on small businesses.

One accounting firm's approach to integrating financial planning as a service line

New trends in helping your clients save for their children's education

Top 100 Firm Postlethwaite & Netterville's Melissa Peroyea receives Health Care Leadership Award

Thomson Reuters has published the 2012 edition of its Estate Planning Guide to help accountants, lawyers, estate planners, trust officers and financial advisors market the estate services at their firms.

Fifty-six percent of workers plan to work past age 65 and 54 percent said they plan to continue working after they retire, according to a recent survey.

New statistics from the Internal Revenue Service indicate that 20,752 taxpayers with adjusted gross incomes of $200,000 or more in 2009 had no U.S. income tax liability.

The price of a company’s stock frequently drops after it makes an acquisition, but a new study finds that the stock decline could also be a signal that a financial restatement lies ahead.

The New York State Society of CPAs said the Internal Revenue Service should provide safe harbor guidelines for transferring property from one irrevocable trust to another, a process known as a trust decanting.

Financial advisors believe traditional diversification and portfolio construction techniques need replacement, and are questioning the relevance of time-honored asset allocation strategies that rely on a 60/40 mix of stocks and bonds and long-term, buy-and-hold approaches, according to a new study.

Private equity firms are helping with employment growth, according to a new survey by accounting firm McGladrey LLP.