Wealth management

It’s not too early to start thinking about post-election tax planning.

The Internal Revenue Service is giving taxpayers a break if the checks they mailed in to pay their taxes still haven’t been opened up yet and are sitting in the trailers the IRS set up during the pandemic.

Blumshapiro Foundation donates $24K to support New England food banks; and the Georgia Society 7th annual Georgia Accounting Food Fight goes virtual to end hunger.

U.S. Senator Bernie Sanders said he will introduce legislation to tax what he called the “obscene wealth gains” from billionaires during the coronavirus crisis.

Aging clients require a different set of eyes.

Eleven CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.

The American Institute of CPAs reported Thursday that its Personal Financial Satisfaction Index declined 55 percent in the second quarter of the year, a level not seen since 2015, as the COVID-19 pandemic continued to ravage consumer finances.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

Dozens of millionaires from the U.S. and six other countries have a message for their governments: “Tax us. Tax us. Tax us.”

The Senate and House passed bipartisan legislation to help nonprofits remain financially viable during the COVID-19 pandemic.

To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible.

BDO USA is adding CFO Advisors and MorganFranklin Consulting’s public sector practice; RubinBrown Advisors combines with Wealth Management Advisors; Wessel & Co. merges in Perry & Co.; and CA PA joins Hancock Askew & Co.

IDGT’s are particularly useful estate planning tools in a low-interest-rate environment.

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management -- the question is how you handle them.

Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.

It pays to be a senior executive in a U.S. family office. Private investment firms of rich families there have the greatest number of C-suite executives making more than $396,000 a year.

Nonprofits, lawmakers and others want to see more giving from fund donor-advised funds, which have grown popular recently because they’re so flexible.

Could your accounting firm thrive as a multifamily office?

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.