Wealth management

Today, there are about 100 single family offices in Russia and as many as 20 multi-family offices. Such firms typically tend to investments, taxes, estate planning and even personal needs such as travel and education.

Private wealth managers and accountants are advising their ultra-rich clients to deal with the topic of their own mortality.

As we enter into the tax planning stage of the year, the focus shifts to helping clients understand the impact of the Tax Cuts and Jobs Act and optimize their tax positions.

Are you telling your clients and potential new clients what you do, or are you explaining to them why you do it?

Tuition refunds, expanded uses for 529 funds, and rollovers are highlighted.

Financial planners need to find answers to the machine threat.

Three rules for protecting your clients

The service is showing signs that it’s planning to issue regulations on the deductibility of expenses for estates and trusts in the wake of the new tax law.

A record number of job openings and the strong stock market are boosting Americans' sense of financial well-being -- despite rising interest rates.

Among the wealthy tri-state area set, there’s more buzz than ever about fleeing south to Florida, land of mild winters and, more importantly after last year’s federal tax overhaul, zero state personal income tax.

Other charitable activities from Dixon Hughes Goodman, Rodman CPAs and Protiviti.

New York Governor Andrew Cuomo’s administration is investigating whether President Donald Trump’s charitable foundation violated state tax laws, said a person familiar with the probe.

The California Society of CPAs marked a milestone Monday, with chairman Lewis Sharpstone saying the organization now has 45,000 members, making it the biggest state CPA society in the country.

The upcoming rules may affect one tactic that some wealthy taxpayers have been using to get around the cap on deducting local property taxes.

An obscure tax provision from the 1960s that was left untouched by President Donald Trump’s overhaul could let wealthy individual investors seize for themselves the largest corporate tax cut in U.S. history.

New, more complicated marital situations call for careful tax planning.

The Chicago CPA/PFS shares why he started his own financial planning services firm for millennial clients.

Does your wealth management division need fixing?

Jody Padar recaps her trip to AICPA Engage 2018 and the thought leaders she got to interview.