Wealth management

The past year raises a number of questions for the next 12 months.

Parthenon Capital, a private equity firm based in Boston, has struck an agreement with the Chicago-based Top Five Firm's wealth management practice.

These policies create an excellent source for the payment of estate and other transfer taxes, as well as the augmentation of family income and wealth after the death of the senior generation.

The Internal Revenue Service will now provide publicly available information on tax-exempt organizations only through its TEOS search engine starting Dec. 31, 2021, and no longer through Amazon Web Services.

The Build Back Better bill looks likely to only be considered in January 2022, and that likely in less radical form.

Five tips can help charities carry out effective fundraising programs.

Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.

The New Jersey Society of CPAs collected $38,057 and nearly 2,700 pounds of food to benefit the Community FoodBank of New Jersey.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

Your clients’ lives aren’t limited to 9-5.