Wealth management

Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.

Clients need to start planning for a potential sale of their business now.

The Top 20 Firm's donation will fund multiyear research examining the effects of housing discrimination on cancer cases.

A new report raises questions about how much money is being shuttled between DAFs, rather than distributed to charity.

During 2021, the Alzheimer’s Association Accounting Industry Leadership Council more than doubled in size from eight members to 18.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

Nine CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.

The problem with some tax credits; a PPP forgiveness portal; crypto replies; and other highlights from our favorite tax bloggers.

It’s important to have intergenerational conversations with clients and their families.

Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.