Wealth management

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

Is a financial planning practice right for you?

House Speaker Paul Ryan said Friday that Republicans will include a fourth income tax bracket in their tax-overhaul plan so that top earners "do not see a big rate cut."

30 firms and groups volunteered in 14 towns across the state for the annual event.

129 volunteers representing 14 businesses served their communities and raised awareness of the profession.

Deciding on a fair rate for wealth management is a major stumbling block for firms.

President Donald Trump’s tax plan suggests that wealthy Americans could be in line for a boatload of breaks. At this point, the rich aren’t buying it.

Your firm’s tomorrow; quantifying clients; and other highlights from our favorite tax bloggers.

Eight collegiate teams will face off at the FPR Annual Conference in October.

The organization is hoping to collect 3,000 pounds of nonperishable items by November 17.

The organization's 8th annual event saw over 1,200 professionals volunteer in local communities.