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Plus Schulman Lobel acquired a tax compliance division of DFP Partners and merged in Tanton Grubman CPAs and Steinberg Shebairo; and Avantax added Wealth Financial Partners.
May 5 -
The IRS's $80 billion in new funding means more scrutiny of higher earners.
May 1 -
Accounting Today is in the midst of surveying CPA firms with wealth management practices for its 2023 'Wealth Magnets' ranking.
April 26 -
Many advisors have clients who took out the forgivable loans. Some wealth management firms did the same. Three years after the government doled out more than $800 billion in mostly-free cash, here's what's happening.
April 24 -
From a bag of used clothing to artwork worth millions, donations can get a tax deduction — the complications arise when dealing with substantiation requirements.
April 24 -
Hard data about charitable donations denominated in cryptocurrency is difficult to obtain.
April 14 -
From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.
April 14Realized -
Students in the Volunteer Income Tax Assistance Program offer free tax help for low to moderate-income taxpayers in Vermont.
April 13 -
The Internal Revenue Service issued a revenue ruling that aims to prevent abuse of stepped-up basis adjustments in irrevocable grantor trusts.
March 30 -
The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.
March 28