Wealth management

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.

Holders of donor-advised funds increased their disbursements last year in response to urgent demands for greater charitable contributions to cope with the COVID-19 pandemic.

U.S. prosecutors and Internal Revenue Service agents spent four years piercing the veil of secrecy that billionaire money manager Robert F. Smith wove to hide more than $200 million in income.

Many HNW investors are underwhelmed with the offerings of the average financial planning firm.

Thanks to vagaries of the accounting world, Donald Trump’s administration had a chance in the final weeks of the presidential race to cancel more than $200 billion of student loans with no immediate hit to the Department of Education’s massive portfolio. Yet it didn’t do it. Now, perhaps Joe Biden will.

The New Jersey Society of CPAs has awarded $1,200 each to ten of its members to help offset tuition costs on the road to becoming a CPA.

Given the size and number of tax changes proposed by the Biden administration, it’s no wonder advisors face challenges in helping clients prepare for the year ahead.

A new year offers a chance for a new start with clients.

Meanwhile, Fulcrum Partners managing director Monte Harrick volunteers to keep his son's varsity basketball season going through COVID-`19 disruptions.

Even with just a few days remaining in 2020, a trustee can still employ tax-saving strategies.

Concerns about rising tax rates under the incoming Biden administration are a major factor.

MSPC CPAs raises $18K for a local children's hospital foundation, Santa Monica firm Gumbiner Savett collects shoe donations for a local elementary school, and and the Texas Society of CPAs starts its Month of Service.

UHY tax principal Thérèse Wolfe says Generation X is sandwiched between the needs of their aging parents and those of their college-debt burdened children — and they need help to handle the financial burdens.

With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

The company's offering is aimed at wealth management and accounting firms supporting high-net-worth clients.

But the IRS would need more resources, writes Natasha Sarin, an assistant professor of law at UPenn.

The service is working to identify 9 million individuals who haven't filed a return.

DAFs offer tax advantages, legacy planning options and flexibility that other giving vehicles can’t.

It's time to re-evaluate the structure of your accounting firm’s wealth management practice.