Wealth management

Here’s how Lurie LLP helped Minneapolis recover from destruction after the George Floyd murder in 2020.

Audits of high-net-worth filers require more time and expertise, and the agency’s underfunding has led to a significant loss of personnel capable of performing those.

An interesting state survey; Bozo moments; the importance of portals; and other highlights from our favorite tax bloggers.

The asset management firm partly owned by Top 100 Firm Warren Averett has acquired a registered investment advisory firm in Birmingham, Alabama.

Accountants need to focus on how they stand out from the crowd of wealth advisors.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

The billionaire facing the largest U.S. tax-evasion case against an individual slammed the Internal Revenue Service for emptying his wife’s bank account as it seeks to collect $1.45 billion from him.

The billionaire faces the largest U.S. tax-evasion case against an individual, and a 'jeopardy assessment' from the service.