Wealth management

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

High-net-worth financial planning clients are looking for more options.

Think you’ve locked in your high exemption from gift and estate taxes? The agency suggests a rethink.

Grantor-retained annuity trusts thrive in a volatile stock market. Here are the lucrative tax reasons.

What can you do to be distinct, and do it better than any of the major firms who pay millions for branding and wallet share from your clients?

The annual "Wealth Magnets" ranking, now in its 16th year, will be published in June.

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.

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.