Wealth management

The partnership hopes to encourage tax firms to expand their practices with the new offerings.

20 young CPAs received the annual award for contributing to accounting specialty areas and their local communities.

The Senate version of the Republican tax bill would tax wealthy private college endowments at 1.4 percent of net investment income, the same levy as the House proposal introduced last week.

Hurricanes Harvey, Irma and Maria, and the recent wildfires in California have affected millions of people and led to an outpouring of charitable gifts and donations, including contributions from businesses with employees in the path of the disasters.

The UHNW world is jolted by unwanted offshore disclosures and prominent executives are finding themselves in an uncomfortable spotlight.

The Tax Cuts and Jobs Act makes major changes to individual income taxation.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

The White House cited research from a “family business” group to support its push for repealing the federal estate tax. But don’t mistake family business owners for small business owners.

The Treasury aims to kill proposed Section 2704 rules

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