Wealth management

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.

Here are some ways to build your wealth outside your practice.

SD Mayer's 5 Buckets Foundation brings together staff, clients and more to improve financial literacy.

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.

Estate attorneys are creating revival trusts aimed at extending wealth until people who get cryonically preserved can be revived, even if it's hundreds of years later.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?

Post-Chevon; sending your marketing out; new blog in town; and other highlights from our favorite tax bloggers.

Disaster planning; the flipside of an Employee Retention Credit mess; the QoE; and other highlights from our favorite tax bloggers.

Clients need to start planning for what happens after the day they stop working, says John Napolitano.

The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.

Here's a smart way to add long-lasting value to your client relationships.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

NDH acquired McGowan Guntermann; Kostelanetz combined with Welty; and Avantax added Erin Hinzmann.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

Keeping clients from making impulsive changes is an election priority for top CPA financial planners — but so is figuring out the long-term regulatory impact.

The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.