Wealth management

Congress is giving finance officials at America’s colleges and universities even more to worry about.

Taxpayers can expect many of their cherished deductions for charitable contributions, family members, and state and local taxes to go away under the Senate tax reform legislation.

About nine years ago one of my clients went to an attorney for an estate plan. I asked to be involved and was told I wasn’t needed so I sat it out.

The Big Four firm will accept the "Spirit of the Founders" award for its philanthropic efforts.

The amount of total assets under management in donor-advised funds grew 9.7 percent to more than $85 billion last year, as an 80-year-old vehicle for philanthropy and charitable giving continues to grow in popularity.

Building a wealth management practice among the midsized mass-affluent

As 2017 draws to a close, the uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help individuals and businesses prepare for filing season, Grant Thornton LLP has some tips.

Lawmakers who sped a bill through the U.S. House last week may have handed a few more goodies to Wall Street’s wealthiest than they realize.

For more than 30 years, colleges and universities have leaned on an obscure tax rule that allows sports boosters to make tax-deductible contributions to their teams. Athletic fundraisers around the country say that’s an advantage that generates millions in annual revenue—and one that’s threatened by Republican tax legislation.

Vice President Mike Pence said Republicans would repeal the estate tax—a step that the Senate GOP tax plan doesn’t currently plan to take.

Experts from PwC parse the differences between the tax reform bills on the treatment of pass-through businesses.

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