Wealth management

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

Rich investors with sizable business losses are caught in pandemic tax hell amid IRS delays.

Harold Hamm executed one of the largest wealth transfers in U.S. history last week, handing each of his children a stake worth about $2.3 billion in Continental Resources Inc.

R. David Yost and his soon-to-be-former son-in-law are slugging it out in court over allegations of tax evasion.

Small-firm owners and partners are in the best position to advise their clients on the giving, holding and receiving of this wealth.

Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.

Accountants go meta; muddy start to the season; the controller as preparer; and other highlights from our favorite tax bloggers.

Understanding how gifted money will impact the student’s FASFA is critical.

The National Taxpayer Advocate's annual report to Congress sounded alarm bells as millions gear up to file their federal returns.

The New Jersey Society of CPAs awarded $1,200 each to 10 more of its members to help offset tuition costs in the program's second year.

Nonprofit organizations grew their operating reserves over the last year and experienced other positive changes, according to a new survey.

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.