Wealth management

Valuations this year; handling interviewees; AI and accounting ed.; and other highlights from our favorite tax bloggers.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

Plus, EY announces Integrated Finance Managed Service; Ignition debuts AutoCollect solution; and other accounting tech news and updates.

Tax Court judges; like-kind slip-ups; estate planning and digital assets; and other highlights from our favorite tax bloggers.

Savant Wealth Management acquired CPA-led registered investment advisor Corrigan Financial, based in Middletown, Rhode Island, on April 30.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

The survey window for our annual ranking of the top CPA financial planners by assets under management is now open.

The U.S. Department of Education plans to resume collecting defaulted student loans on May 5 after a years-long pause that began with the pandemic.

The Budget Lab at Yale projects that taxing income over $1 million at a 40% rate would generate $420 billion over a decade.

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.