Wealth management

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.

More and more consumers today are looking for one firm to manage both their tax and financial planning, which is why a growing number of CPAs are bringing financial advice in-house.

MICPA will recognize over 60 local CPAs for their leadership and service at a dinner ceremony on Oct. 3.

The Kansas City accounting firm is opening the gallery as part of its 'Marks of Kindness' charity program.

The Top 100 firm awarded $75K to innovative nonprofits across five states.

Americans are divided over whether U.S. college endowments should have to pay a new federal tax, according to a national survey on higher education.

House Ways and Means Committee chairman Kevin Brady, R-Texas, plans to introduce legislation next week to make permanent the individual and small business tax breaks from the Tax Cuts and Jobs Act.

Now is a critical time for CPAs to consider enhancing and diversifying their service offerings.

The Queen of Soul is a case study in the dangers of poor financial planning.

The Internal Revenue Service has issued a private letter ruling allowing an unnamed employer to make 401(k) contributions on behalf of employees who are repaying their student loans.

The TCJA’s changes to alimony deductibility make good advice more important than ever.

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.