Financial Planning

Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.

The media mogul is in court to allow him to change the terms of a trust — but it's not that easy.

Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.

The International Auditing and Assurance Standards Board and the International Ethics Standards Board for Accountants launched their sustainability standards.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

TikTok and taxes; future of L.A. revenues; engagement limits; and other highlights from our favorite tax bloggers.