Wealth management

Matthew Rosenberg, president of RoseCap Investment Advisors in Colorado, was honored for his numerous contributions to the profession.

President Donald Trump’s personal charity repeatedly and willfully broke state and federal laws by engaging in a decade-long pattern of self-dealing that culminated in illegal coordination with his political campaign, New York alleged in a scathing lawsuit.

Jonathan Blattmachr, an estate planning lawyer, is such a fan of the strategy he’s created to help some of his wealthy clients get around the new property tax deduction cap that he’s using it himself.

The field of tax is usually not regarded as being an outlet for exceptional creativity.

Accountants have a new way to gain the PFS credential, and non-CPAs can get educated too.

A long-awaited standards update will clarify a key issue in the not-for-profit world.

The first step may be getting them to figure out what retiring means to them, a panel of CPA financial planners says.

Accounting Today's list of CPA wealth management practices with over $1B in AUM.

A lot can go wrong when acquiring a practice from a deceased accountant’s estate. Here are some real-life examples.

The wealth management firm is changing its name and leadership structure to reflect its relationship with Wipfli, effective June 1.

The deal will expand the Top 100 Firm's presence in New England.

Florida’s long-running effort to lure Wall Street hotshots is gaining traction thanks to a provision in the federal tax law that hits residents of high-tax states.

The Top 100 Firm was on hand for the debut of the biographical film of author and speaker Steve Pemberton.

CPA advisors need to do more planning for themselves.

The private equity firm has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever.

XYPN will cover the costs of the CPA Exam for its members who do not yet have CFP certification.

A New York Republican introduced legislation in the House that would waive the new tax on about 30 wealthy college endowments if they spend 25 percent of their annual investment earnings on reducing the cost for middle-income students.

President Donald Trump’s tax overhaul could wreak havoc on prenuptial agreements across the country — and maybe even his own.