Wealth management

Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.

Most Biden administration tax proposals weren't adopted by Congress, including an idea to tax the unrealized gains of billionaires.

A Tax Court ruling that limited partners in an investment manager must pay Uncle Sam could cause some restructuring across the industry, an expert said.

Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.

Trump's tax policy guy; states copy the feds; what's in a name; and other highlights from our favorite tax bloggers. 

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.