Wealth management

The Tax Cuts and Jobs Act that Congress passed last December produced some winners and some losers among different categories of taxpayers.

In today’s age of lost tax deductions many accountants are looking for new tax deductions they can offer their clients.

Individuals who give lots of gifts to their heirs under a generous but temporary provision of the 2017 Republican tax overhaul won’t later owe taxes on them.

Wealthy taxpayers taking advantage of the increased limits won’t have to worry about them expiring so soon.

Katz, Sapper & Miller also held its ninth annual Day of Service.

Grants from donor-advised funds to charities grew 19.9 percent last year, thanks to the new tax law.

LG Chairman Koo Kwang-mo would be a billionaire in most countries.

The American Institute of CPAs announced the top volunteers of its Business Valuation Services and Forensic and Litigation Services.

The American Institute of CPAs recognized young professionals who have made significant contributions to the profession and to their communities.

This year, some estranged spouses have a more powerful incentive than ever to call a truce.

St. Louis firm Abeles and Hoffman also honored its late managing partner and Long Island CPA Michael Holmstrom will be boxing for charity.

An aggressive posture in financial planning now can make all the difference.

The American Institute of CPAs recognized four members for their long-term dedication to volunteer efforts.

The Indiana Society of CPAs also held its annual Day of Service.

A New Jersey Society of CPAs poll of over 100 members found that approximately 75 percent of respondents still have debts of over $20,000.

The billionaire had no spouse or children to divide his empire. But there are many others with interests at stake.

Whether you’re at a Big Four firm, a regional firm or a sole practitioner, you have the potential to be a rainmaker.

Harvard University’s $39.2 billion endowment has reached a record value. So did Yale. And Brown. And Dartmouth.

The Baltimore school will use the donation to establish an endowed accounting chair and help strengthen its programs.

Protecting yourself can help you protect your clients in financial planning.