Wealth management

Accounting Today is in the midst of surveying CPA firms with wealth management practices for its 2023 'Wealth Magnets' ranking.

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.

From a bag of used clothing to artwork worth millions, donations can get a tax deduction — the complications arise when dealing with substantiation requirements. 

Hard data about charitable donations denominated in cryptocurrency is difficult to obtain.

From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.

Students in the Volunteer Income Tax Assistance Program offer free tax help for low to moderate-income taxpayers in Vermont.

The Internal Revenue Service issued a revenue ruling that aims to prevent abuse of stepped-up basis adjustments in irrevocable grantor trusts.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

When it comes to capital, private equity isn't the only game in town.

While depositors will be made whole under an extraordinary move by regulators, a fire sale of the entire bank and advisors fleeing to competitors create new challenges.

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

The network's local member firms in Istanbul and Ankara recommended an advocacy organization funded by Turkish rock singer Haluk Levent.

The Top 50 Firm is adding a financial planning firm and expanding its presence in Florida.

Accounting firms with financial planning practices need to differentiate themselves from the many other players in the space.

Software is the name of the game in accounting. However, there are three major aspects to software that can make or break the quality of a financial planning and analysis product and your ability to scale.

An in-depth look at the provisions of the new act and how they impact retirement planning.

CliftonLarsonAllen provided the grant in the aftermath of the Robb Elementary school shooting last May.

Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.

Tax advisors have long said it's inadvisable to die in Massachusetts, but now it may also be worth thinking twice about living there.

The New Jersey Society of CPAs announced 10 winners of its student loan debt lottery, with each receiving $1,200 toward their student loan debt.