Wealth management

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

The leading CPA financial planners with over $1 billion in assets under management

Now is the time to fill in the gaps in your clients' financial plans.

Democratic presidential candidate Bernie Sanders introduced legislation that would impose a tax on trades of all stocks, bonds and derivatives in the U.S., a move he says would help curb Wall Street speculation and help finance his campaign promise to provide tuition-free college and cut student debt.

If you have wealthy clients who need these kinds of services, it can be a gold mine for CPAs, according to John Napolitano.

A poll conducted on behalf of the American Institute of CPAs found that young job seekers consider student loan reimbursement to be a bigger concern than retirement.

There’s a strategy that’s been useful to help many clients achieve their financial objectives, while providing the tangible security required by the lender.

Adding wealth management is a great way to turbo-charge a practice.

The world’s wealthy are increasingly on the move.

The annual list ranks the top CPA financial planners by assets under management.

Deloitte LLP said it resigned as Ferrexpo Plc’s auditor over delays by the Ukrainian iron-ore producer in investigating its own charitable donations.

Baker Tilly welcomes staff members' children for Take Your Child to Work Day, and BlumShapiro to host their annual Career Walk for local students on May 3.

As more presidential candidates release their tax returns, a picture of Democrats’ charitable giving is beginning to emerge. For the most part, they’re not as generous as most Americans.

A rebound in the stock market in the first quarter of 2019 enabled the index to rebound to an all-new high.

The Democratic presidential candidate is seeking to show young voters she would ease one of their biggest economic burdens.

The justices questioned a state’s ability to tax income from a trust based on the beneficiaries residing there before taking any distributions.

When it comes to promoting new services, firms want to start by being subtle.

CFGI acquires Pine Hill Group; Sax Wealth Advisors adds Stuart B. Hermann, CFP, CPA; Mauldin & Jenkins acquires Jon Campbell & Associates; and Cresa acquires Portfolio Solutions Group.

David Knoch, the president of 1st Global, is getting ready for the close of the acquisition of his financial advisory firm by Blucora, the parent company of HD Vest, and is making plans for aligning with a former rival.

The top Democrat on the Senate Finance Committee, Ron Wyden, is reviving a plan that would tax wealthy individuals annually on their investments, instead of when those assets are sold.