Wealth management

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. 

ERC "mills" have come out of the woodwork to lure small business owners into taking a lucrative tax credit they don't qualify for. Here's what advisors need to know.

What happens if your client invests in a Roth IRA? What about buying a home? Or even donating to charity?

A recent study has found that the number of people who overestimate how savvy they are has grown.

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.