Wealth management

Since last tax season, many clients have reassessed their charitable giving.

Now is a great time to start helping clients plan for their financial futures.

A donor has asked the IRS to open a fraud investigation into a nonprofit that builds schools in Africa, and for Canada’s federal police to seize its records.

Senator Elizabeth Warren said IRS funding should be bolstered so the richest Americans get audited about once every three years as part of her proposed 2 percent annual tax on wealth in excess of $50 million.

Big Four CPA Tiffany Vaughn has a side gig: Helping people achieve their money goals.

To delay or not delay; three questions about a digital tax; nonprofits and theft; and other highlights from our favorite tax bloggers.

A U.S. donor to Canada’s WE Charity said he has asked the Internal Revenue Service to open a fraud investigation into the organization after testifying that it took down a plaque on a Kenya school built to honor his dead son and replaced it with that of another donor.

Senator Elizabeth Warren, joined by Reps. Pramila Jayapal and Brendan Boyle, proposed a new wealth tax on households with a net worth of more than $50 million.

CPA financial planners should play a major role in giving life insurance advice to their clients.

The pandemic has fueled a dramatic new wave of high-profile migration, sending tech workers to Texas, Wall Street types to Florida — and now YouTube provocateur Logan Paul to Puerto Rico.