Wealth management

The Internal Revenue Service's streamlined application process for tax-exempt status could be allowing corrupt charities to claim exemptions before the IRS has enough information.

The Georgia Society of CPAs and Feeding Georgia's ninth annual Georgia Accounting Food Fight raised $372,907 this year, which represents over 1.4 million meals

The New Jersey Society of CPAs has launched its thirteenth annual food drive to benefit the Community FoodBank of New Jersey

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

Private foundations are using donor-advised funds to sidestep federal laws designed to make sure the wealthy donate money to the needy in a timely fashion, not defer the gifts for generations.

The accounting firm is aiding the United Way of the Capital Region through a miniature golf tournament.

Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.

Go beyond the standard due diligence in examining a potential acquisition.

More than ever, it's important for CPAs and financial planners to ask their clients about the presence of a child with special needs in the family.

Dixon Advisory and Superannuation Services was penalized for failing to act in its clients' best interests and provide advice that was appropriate for its clients' circumstances.