Wealth management

The advisory firm knew the drill, but the storm still threw them for a loop.

The Internal Revenue Service said Tuesday it is giving special relief to support leave-based donation programs as a way of assisting victims of Hurricane Harvey.

National Economic Council Director Gary Cohn disputed the suggestion that the Trump administration’s proposed tax overhaul would benefit the wealthiest Americans on Friday—and said it’s not clear the highest earners would get any tax cut at all.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

It's the easiest way to get new business, but it requires a little work.

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences for something else conservatives cherish—charitable giving.

Accountants may be extremely comfortable offering expertise on tax-related savings or advice on expense and cash management, but they may be less accustomed to steering clients to take specific steps to grow revenue.

Named Odele, the AI assistant should be able to match individuals and businesses with their most ideal tax scenario.

As people begin to amass wealth, the clarity and simplicity of their financial lives can quickly diminish.

Atlas Tax Advisors is partnering with accounting firms on providing tax planning and wealth management services for clients.