Wealth management

Approximately 50 percent of taxpayers made at least one change in their charitable giving strategy in response to the Tax Cuts and Jobs Act, according to a new survey.

Two Volunteers of the Year and 15 CFFs and ABVs were highlighted for their achievements during the 2019 AICPA Forensic and Valuation Services Conference in Las Vegas.

The Democratic presidential hopeful rolled out a wide-ranging menu to fund her multi-trillion-dollar Medicare for All plan, a defining moment that fleshes out her vision to remake one-fifth of the U.S. economy.

Guiding clients into and through retirement.

Rep. Jimmy Gomez, D-Calif., introduced legislation Friday modeled after the estate tax bill sponsored in the Senate by Sen. Bernie Sanders, I-Vt.

A drop in the number of job openings and in corporate optimism helped drive the AICPA’s Q3 2019 Personal Financial Satisfaction Index down slightly in the third quarter, but it remains near an all-time high.

Pulling back the curtain in the land of OZ, and other gain deferral strategies to consider.

Firms need to focus on actively encouraging client referrals.

The Top 20 Firm's 2019 Community IMPACT Awards single out staff members and offices for their volunteer hours.

Senator Elizabeth Warren’s wealth tax proposal is big. Senator Bernie Sanders’ is about 60 percent bigger.