Wealth management

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

NDH acquired McGowan Guntermann; Kostelanetz combined with Welty; and Avantax added Erin Hinzmann.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

Keeping clients from making impulsive changes is an election priority for top CPA financial planners — but so is figuring out the long-term regulatory impact.

The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.

CPAs do very good jobs helping clients build wealth, but many do not do so good with themselves. Here are some tips to help you grow your wealth.

CPA financial planners need to make clear how they're different from the rest of the pack.

Arkansas and Alaska are among the states where residents have the least financial literacy, according to a new report.

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.