Wealth management

A Tax Court ruling that limited partners in an investment manager must pay Uncle Sam could cause some restructuring across the industry, an expert said.

Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.

Trump's tax policy guy; states copy the feds; what's in a name; and other highlights from our favorite tax bloggers. 

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.

Here's the right way to help them lean into risk.

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

Next year is set to become one of the most significant in modern history when it comes to shaping the tax and financial planning environment.