Wealth management

Marlene Engelhorn plans to let 50 strangers decide the fate of her inheritance.

Nonprofit development and accounting departments are working toward the shared goals of sustainable growth and accomplishing their mission.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

Plus, Baker Tilly solution helps find clean energy credits; and other updates from the accounting tech world.

Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

Who owns the business and who is going to run it are separate — but equally important — questions.

Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.

The American Institute of CPAs is asking the Treasury and the Internal Revenue Service to postpone the effective date of their final regs on donor-advised funds.

Two firms in Albany and Buffalo, New York, have agreed to a revenue-sharing arrangement.

1099s every quarter; latest tax lawmaking; a crypto outlook for 2024; and other highlights from our favorite tax bloggers.

As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.

Retirement plan sponsors and advisers receive guidance from the IRS on how to legally incentivize plan participation.

The Connecticut-based financial advisory firm has added a CPA firm, as well as a registered investment advisory firm.

From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.

Firms of any size can inspire a world-changing culture that starts from the inside of the organization and expands into other spheres of influence.

The Internal Revenue Service's Exempt Organizations and Government Entities unit has published two new technical guides aimed at nonprofits.

The IRS-sponsored program relies on hundreds of dedicated accounting volunteers to ensure filers receive the crucial and necessary tax refunds they depend upon and ultimately help people fight poverty and food insecurity.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

The imminent arrival of beneficial ownership information reporting raises questions about indirect control, such as through trusts.