Wealth management

Blending CPAs and CFPs into a team larger than the sum of its parts requires meticulous planning and client education.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

Next year is set to become one of the most significant in modern history when it comes to shaping the tax and financial planning environment.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

The essential IRS rules regarding the downsides — and potential benefits — of earning extra cash on the side.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

Tax cuts and Mickey's slice; avoiding FBARs; COLA wars; and other highlights from our favorite tax bloggers.

Do you have three buckets handy?

Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients.

Whether your firm has a vibrant wealth management division or not is irrelevant when it comes to offering family office services: Consider it outsourced CFO work, except for a family rather than an entity.