Wealth management

The deal expands the BDO Wealth Advisors business.

Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.

The average plan holds less than $29,000, which would pay for about half of a year at the average private university or a year or more at a public one.

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.

The agency will consider whether to require affluent taxpayers to pay tax on transfers to trusts made under higher exemptions that expire come 2026.

An in-depth look at the provisions being considered for the new legislation.

But proposals from the Biden administration might slow the flow of wealth into mega-IRAs.

The progressive Democratic congresswoman Alexandria Ocasio-Cortez used the Met Gala to make a political statement by wearing a dress with the message splashed across the back.

Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.

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.