Wealth management

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

The Top 20 Firm is also taking an equity investment in Sequoia Financial, and the two plan to deliver services to each other's clients.

Useful tips; pets and tax bills; becoming simply profitable; and other highlights from our favorite tax bloggers.

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

The Top 50 firm voted to split leadership of its entities, HBK CPAs & Consultants and HBKS Wealth Advisors, giving each its own top executive. 

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

AI is your friend; hope from Moore; the risks; and other highlights from our favorite tax bloggers.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.