Wealth management

The U.K. taxman is coming under fire over its program giving the wealthy one last opportunity to disclose income or assets stashed in secretive offshore accounts.

High-end real estate brokers in New York worry that foreign second-home buyers are feeling under assault from all sides and may end up going elsewhere.

A top Senate Democrat is looking to end tax breaks for college donations that parents may be making to universities in an attempt to get their children admitted.

Bill Gates, Elizabeth Warren and Bernie Sanders all want the rich to pay more taxes, but Gates is saying what the Democratic candidates appear to be thinking: Go for the capital gains rate.

New York Assembly Speaker Carl Heastie added momentum to the idea of taxing non-resident owners of multi-million dollar apartments as a way to help pay for billions of dollars of regional transit improvements.

CohnReznick celebrates International Women's Day, EY marks ten years of its College MAP program, and UHY holds its annual charity Texas Hold 'Em Tournament.

Education Secretary Betsy DeVos is riding to the rescue of a private-school tax break that was ensnared in a bitter fight between the Treasury Department and Democratic states that sought to circumvent caps on state and local deductions under the Trump tax overhaul.

Improving your financial planning practice via mergers and acquistions.

North Carolina firm DMJ & Co. also participated in a local 'Polar Plunge' to benefit the Special Olympics.

Before Elizabeth Warren’s wealth tax, there was Donald Trump’s wealth tax.

Analysts are more likely to highlight the negatives instead of the positives, according to new research.

You’ve no doubt been offered the opportunity to purchase inexpensive term insurance through your association, but what happens when you get older?

Some of the top Democratic presidential candidates are trying to make a name for themselves by calling for higher taxes on the wealthy.

Since the Tax Cuts and Jobs Act passed at the end of 2017, more CPAs, as well as attorneys and financial advisors, have recommended their clients establish DAFs.

The American Institute of CPAs is asking the Treasury and the IRS about their proposed regulations on estate and gift taxes under the Tax Cuts and Jobs Act.

The Microsoft co-founder believes it’s appropriate for wealthy people to pay much higher taxes.

The Democratic presidential candidate would limit American families’ expenses to 7 percent of income regardless of how many children they have in care.

A Warren Averett staffer is named Atlanta Habitat chairperson; Friedman LLP participates in a local Equinox Cycle for Survival charity ride; and the Bonadio Group donates to two local Habitat for Humanity chapters.

Tax pros share how they discuss preparing for the Golden Years with customers.