Wealth management

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.

Trusts aren’t just for the .01%, as some advisors sell mass affluent and high-net-worth clients on their tax benefits.

The Internal Revenue Service ended a strategy for examining high-income taxpayers in 2017 and switched to another strategy that brought in far less tax revenue in the next few years.

The 8th Earl Cadogan, will use most of the proceeds of his family’s real estate business from the past decade to settle a U.K. tax charge.

The former Microsoft CEO was cited in a ProPublica story that showed how billionaires use ownership of sports teams to lower their tax obligation.

The administration is aiming at trusts — particularly dynasty trusts, vehicles that wealthy families can use to benefit multiple generations of descendants.

Why your clients probably need a financial planning audit.

A new holiday; VAT questions; give parents credit; and other highlights from our favorite tax bloggers.

A combination of high valuations on companies and potentially higher taxes in the future is proving to be a potent motivator for selling private companies.

Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.

For the first time, multiple CPAs under the age of 41 were honored for their contributions to the future of the accounting profession.

The leaders of the biggest Western economies are expected to endorse a plan that focuses on super-wealthy individuals and businesses.

Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.

Private wealth clients, hedge fund managers and cryptocurrency traders fleeing to Puerto Rico for its huge tax breaks — and to escape President Joe Biden’s proposed capital gains tax increases — are now the focus of a sweeping Internal Revenue Service review.

The leading CPA financial planners with over $1 billion in assets under management