Wealth management

Most nonprofit organizations have been experiencing either stagnant levels of funding or lower levels of funding over the last year, according to a new report.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

The Top Firms by AUM share their biggest concerns — and they're not about the markets.

Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm.

The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

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.

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.