Financial Planning

IRS errors; hiring your kids; investment fund audits; and other highlights from our favorite tax bloggers.

Katz, Sapper & Miller is adding Cassady Schiller; Eide Bailly merged in Edward White & Co.; Forvis plans to acquire ConTech360; and Avantax acquired GA Investment Management.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.

These investment vehicles present obstacles that require a deep understanding of the real estate industry and robust financial expertise.

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

The Top 10 Firm based in Chicago is adding a Top 75 Firm headquartered in Redwood City, California in July, only a few months after receiving private equity funding.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.

The convergence of machine learning, generative AI and autonomous sourcing gives organizations the ability to realize most of the ZBB ideal.