Wealth management

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

The New Jersey Society of CPAs is warning residents to beware of potential fraud from scammers asking for donations to bogus nonprofits raising money for Ukraine relief.

House Ways and Means Oversight Subcommittee chairman Bill Pascrell, D-New Jersey, is asking the Treasury Department to curb the use of irrevocable grantor trusts by wealthy families to avoid taxes.

Don’t get stuck doing ‘a quick review’ or checking what clients have already bought.

Alumni John and Carol Almeter’s donation will support two funds to help offset accounting students' tuition and invest in future educational technology and resources.

The task force will gather experts in sanctions and export control enforcement, asset forfeiture, money laundering, tax enforcement, and foreign evidence collection.

The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.

Under IRS rules, donors can both deduct the value of the gift and avoid any capital-gains tax on the investment.

An accountant working at a Georgia-based wealth management firm pleaded guilty to embezzling $800,000 from an elderly client suffering from dementia.