Wealth management

Serving a single family can be a complex — but profitable — niche.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

What will happen to your practice if you die prematurely? What happens if you suddenly become disabled?

A majority stake in the wealth management unit of the accounting firm is being bought by a registered investment advisory firm.

Despite what the wealth management industry suggests, some investors benefit more from the popular strategy than others.

DAFs have been receiving more than half their contributions from complex assets such as shares of public and private companies, real estate and cryptocurrency in the past five years.

All Bonadio Group offices were closed on Friday, as the CPA firm celebrated its fifth annual Purpose Day.

Stock market woes are depressing earnings for advisors who charge on client assets, but the pass-through benefit and a health insurance deduction can alleviate a lot of the pain.

The twins previously lived together in a castle in the Channel Islands known for its tax-haven status.

The conflicts are fewer than many think, but they still require attention and planning on the firm's part.

The Internal Revenue Service is coming under fire in Congress again, this time for lax oversight of fraudulent charities that applied for tax-exempt status and received approval.

The strategy is widely promoted, but it can leave some investors worse off.

Citrin Cooperman acquired Shepard Schwartz & Harris; MarksNelson bought Integrity Advisory; and CLM is acquired by private investors.

RubinBrown merged in Himes Consulting Group; WA Asset Management acquired BT Wealth Management; and BigTime Software acquired Projector PSA.

Funding for nonprofit organizations has remained flat or declined this past year, according to a new survey, as they face pressure from inflation and continuing fallout from the pandemic.

Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.

The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.

Moss Adams, Dean Dorton, CapinCrouse and Avantax are expanding, and Crowe divests a line of tax tools.

Accounting firms need to decide how active they want to be with their financial planning clients.

Top 20 Firms BKD CPAs & Advisors and Dixon Hughes Goodman completed their previously announced megamerger, rebranding the combined firm as Forvis and launching Forvis Wealth Advisors.