Wealth management

S corporations are the only entities that owners, partners or shareholders cannot sell to benefit favored charities by using a charitable remainder trust.

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.

The Personal Financial Planning course will look to expand its reach to more CPA students over the next year.

Taxing the rich has become a political hot potato ahead of Norway’s election next month.

A top income-tax rate of 44 percent for Americans earning more than $5 million per year isn’t under consideration, a White House official said Monday, knocking down a proposal said to be backed by top Trump adviser Steve Bannon.

For many, the biggest threat to their wealth is their relatives.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

White House chief strategist Steve Bannon’s plan to raise the top income-tax rate for America’s highest earners could find some support among congressional Republicans as part of a populist message to sell a broader tax overhaul, according to one conservative lawmaker who has heard the proposal.

The Tax Court has denied a claimed charitable deduction of $33,019,000 by RERI Holdings, whose principal investor is Miami Dolphins owner Stephen Ross.

Two firms are expanding in New York and Nebraska.

The Certified Financial Planner Board of Standards are looking to prepare students before the next test sitting in November.