Wealth management

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.

Financial planners need to plan in advance for the inevitable turn to the bears.

The Top 6 firm's two weeks of fundraising will go towards ending child poverty.

A pledge not to give the wealthiest Americans an absolute tax cut is coming back to haunt Treasury Secretary Steven Mnuchin.

The Institute recognized Louisiana CPA Joseph Zanco for his philanthropy and community leadership.

The American Institute of CPAs has sent a list of six tax regulations to Treasury Secretary Steven Mnuchin that it wants the Treasury Department to review under an executive order from President Trump calling for reducing overly burdensome tax regulations.

As clients age, accountants and advisors need to be ready to help them and their families handle the issues surrounding their eventual decline. U.S. Wealth Management’s John Napolitano discusses how, and why it’s more important than ever.

High-net-worth individuals coming to the U.S. need good planning advice.

Sen. Chuck Grassley, R-Iowa, and a group of 14 other senators from both parties are asking the Internal Revenue Service and the Treasury Department to clarify their rules to enable more lenders to refinance student loans.

Responses for the annual listing of CPA financial planners by assets under management are due May 12.