Wealth management

If Democrats want the wealthy to pay more into the U.S. Treasury, they’ll need to contend with one fact: the rich are very good at dodging taxes.

Democratic presidential hopeful Elizabeth Warren has proposed a wealth tax on Americans worth more than $50 million, a pitch aimed at satisfying the eagerness of progressive voters to confront income inequality.

Personal financial satisfaction declined in the fourth quarter of 2018 as stock market gyrations and the prospect of a government shutdown weighed on U.S. consumers, according to a survey by the American Institute of CPAs.

She may not be in Davos, but the freshman Congresswoman’s influence is already being felt on the slopes of the Swiss Alps.

Jeff Pierce intends to grow the unit while focusing on new opportunities.

The North Carolina appeal could have nationwide repercussions.

CPA financial planners share their favorite moves for kicking off the year right.

Baker Tilly partner Susan Teicher also joined Women in Need's board of directors.

Progressive House Democrat Alexandria Ocasio-Cortez called for a sharp tax hike on the highest incomes in order to fund a massive “Green New Deal.”

The nation’s super-rich are running for cover on concern the government will make up the shortfall by going after the wealthy.