Wealth management

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

Plus, EY announces Integrated Finance Managed Service; Ignition debuts AutoCollect solution; and other accounting tech news and updates.

Tax Court judges; like-kind slip-ups; estate planning and digital assets; and other highlights from our favorite tax bloggers.

Savant Wealth Management acquired CPA-led registered investment advisor Corrigan Financial, based in Middletown, Rhode Island, on April 30.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

The survey window for our annual ranking of the top CPA financial planners by assets under management is now open.

The U.S. Department of Education plans to resume collecting defaulted student loans on May 5 after a years-long pause that began with the pandemic.

The Budget Lab at Yale projects that taxing income over $1 million at a 40% rate would generate $420 billion over a decade.

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.

A Social Security floor-offset design, utilizing a sovereign wealth fund, could help alleviate current and future funding obligations.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

The California Society of CPAs and the National Association of Black Accountants are helping the entertainment community, businesses and homeowners recover.

Donor-advised funds are continuing to grow while enjoying substantial tax deductions -- even as many contributions go to other DAFs.

Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.

If you think true financial planning is all about investments and annual returns, think again.

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.

Washington Governor Bob Ferguson said he wouldn't sign a budget that relies on the wealth tax proposed by his fellow Democrats in the state legislature.

Teaching fraud; easement settlement offers; new blog on the block; and other highlights from our favorite tax bloggers.

The board is mulling changes in its auditor independence standards for audits of collective investment schemes involving connected parties and pension funds.

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.