Wealth management

Chicago CPA Jeff Badu launches his own nonprofit to serve local youth, and the Indiana Society of CPAs holds its 2021 Spring CPA week.

Any changes to inheritance tax would feed into the broader upheaval that is coming to taxation in the world’s major economies.

The state society's annual awards recognize local CPAs and their commitment to service, diversity and innovation.

Biden administration proposals could radically reshape how wealthy Americans are taxed.

Client referrals are a great way to grow your financial planning practice — provided you can get them.

The annual Wealth Magnets list ranks CPA financial planners by assets under management.

The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.

If employees are a company’s greatest assets, then children are a person’s greatest treasure.

The society honored professionals across a wide range of categories, including Women to Watch, Lifetime Achievement, Advancing Diversity and more.

Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.