Wealth management

For some borrowers, the impact of the White House's student-debt forgiveness program may be influenced by the interpretation and implementation of tax law.

To truly optimize clients' financial lives, advisors and CPAs must come together. By adding an elite wealth management practice, CPAs can see an increase in bottom-line revenue.

Estate tax collections in 2021 hit their highest levels since former President Donald Trump's tax cuts took hold, a stark trend reversal that experts attribute to one-off pandemic factors.

TaxAct will belong to an affiliate of Cinven, a U.K.-based private equity fund.

As wealth management firms and advisors increasingly wear two hats, it's getting harder for investors to know when they're overpaying for products and advice.

The flow of money from private foundations to donor-advised funds has jumped substantially in recent years, highlighting the increasing use of a controversial loophole in charitable law, a new audit shows.

Becker CPA joined Hancock Askew; Watkins, Ward and Stafford combined with Kemp, Williams, Steverson and Bernard; and BSSF Wealth merged with Lighthouse Wealth.

A lucrative deduction for luxury vehicles used at least half the time for business will start tapering come 2023.

A recent survey by PwC showed that 71% of institutional investors want stronger regulatory requirements to guide the actions of the fund management industry.

Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.