Wealth management

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.

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.