Wealth management

When asking if knowledge in the hands of your clients is helpful … the argument can go both ways.

These experts aren't only helping businesses and investors uncover fraud — they also can help people who are going through a divorce trace assets.

U.S. prosecutors and IRS agents are looking to build cases against individuals suspected of illegally taking advantage of breaks that lured crypto traders and fund managers.

The wealth management firm has made a strategic investment in a tax and advisory firm.

Eight college accounting students will receive scholarships through Windham Brannon's endowment fund via the Georgia Society of CPAs Educational Foundation.

The justices, voting 6-3 along ideological lines, sided with six Republican-led states that sued to challenge the program.

The firm celebrated its 45th annual "& More Day," highlighting employee accomplishments in philanthropy and client services.

Not every relationship is forever … unfortunately for most of them.

Most nonprofit organizations have been experiencing either stagnant levels of funding or lower levels of funding over the last year, according to a new report.

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

The Top Firms by AUM share their biggest concerns — and they're not about the markets.

Creative Planning has folded in the Minnesota-based Top 100 Firm in the first major combination between an RIA and a CPA firm.

The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

The Accountants Salute to the Troops campaign supports the USO to bring the accounting profession together and raise much-needed funding to support our U.S. military.

CEO and co-founder Adam Holt discusses the visual financial planning platform.

Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.

A Tax Court case involving the pop legend's estate shows why there are many reasons and justifications for different valuations.

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.

The IRS's $80 billion in new funding means more scrutiny of higher earners.