Wealth management

The former president of the New York State Society of CPAs, chairman of the AICPA, and founding partner of Goldstein Golub Kessler, has left his mark on the profession.

A look at the taxation of trusts and the Supreme Court’s recent ruling.

Technical expertise is important, but what really matters in financial planning is the relationship.

The Supreme Court decision in Kaestner harkens back to Quill.

Secretary of Education Betsy DeVos is calling on Congress to allow the Internal Revenue Service to give the Department of Education information on the income of student loan borrowers, warning that student loan applicants are misrepresenting their income and family size to qualify for reduced payment plans.

The American Institute of CPAs sent a set of recommendations to the Internal Revenue Service on the application of excise taxes to donor-advised funds.

The rules set by the Economic Development Commission in St. Thomas allow some businesses to lower their exposure to taxes by up to 90 percent.

Rudy Giuliani said he was forced to borrow $100,000 from President Donald Trump’s lawyer Marc Mukasey to pay his taxes after his wife tied up a joint bank account in their bitter divorce case.

Record-setting stock market highs are helping fuel personal financial satisfaction for U.S. consumers.

In the short term, the judge and the government need a full accounting of Epstein’s wealth as part of the bail determination.