Wealth management

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.

The White House is “absolutely committed” to getting its tax overhaul proposal through Congress by the end of the year—and that plan won’t include a 40 percent tax rate for the richest Americans, Treasury Secretary Steven Mnuchin said.

Education and patience can beat out market news.

Estate planning has once again entered the realm of uncertainty.

The new hot thing in tax avoidance has a boring old name: insurance dedicated funds.

Is the IRS’s Examination Estate Tax Lien Group watching 30-year-old film classics? Apparently they are.

More and more, individuals want a single source for tax and financial planning services.

The Internal Revenue Service has released a revenue procedure that offers an easier way to get an extension of time to file a return to opt for portability of the deceased spousal unused exclusion amount.

The Financial Accounting Standards Board voted Wednesday to proceed to a final standard on hedge accounting, part of the financial instruments project that FASB had been working on for years with the International Accounting Standards Board before the two boards went their separate ways.

Technical competence isn't the most important thing in establishing a financial planning practice, according to U.S. Wealth Management's John Napolitano.

Even if you're not serving as their financial planner, you'll still want to keep an eye on your clients' future strategies.