Wealth management

There are two types of issues: ethical and regulatory conflicts, and practice management conflicts.

President Donald Trump praised New Jersey’s lawmakers for blocking Gov. Phil Murphy’s proposed millionaire’s tax, saying it would have driven “large numbers of high-end taxpayers out of the state.”

Some private educational institutions are now facing taxes on their investments under the Tax Cuts and Jobs Act.

The White House is developing a plan to cut taxes by indexing capital gains to inflation, according to people familiar with the matter, in a move that would largely benefit the wealthy and may be done in a way that bypasses Congress.

They’re an eclectic bunch — some of the nation’s most privileged heirs alongside entrepreneurs who have made spectacular fortunes in real estate, finance and Silicon Valley. But collectively they’re united on the need to tax more of the richest Americans’ assets.

Democratic presidential hopeful Bernie Sanders will propose canceling the nation’s outstanding $1.6 trillion of student debt and offsetting the cost with a tax on Wall Street transactions.

The court unanimously agreed that a non-contingent beneficiary's residence was not enough of a reason for a state to tax a trust.

Americans gave less money to charities last year partly because the Republican tax law changes made many people ineligible for tax breaks that can inspire donations.

Accountants should transform their services now, before they have to, say Erik Asgeirsson and Mark Koziel.

The American Institute of CPAs announced that seven CPAs under the age of 40 were recognized for their early contributions to the personal financial planning space.