Wealth management

Becker CPA joined Hancock Askew; Watkins, Ward and Stafford combined with Kemp, Williams, Steverson and Bernard; and BSSF Wealth merged with Lighthouse Wealth.

A lucrative deduction for luxury vehicles used at least half the time for business will start tapering come 2023.

A recent survey by PwC showed that 71% of institutional investors want stronger regulatory requirements to guide the actions of the fund management industry.

Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.

The Internal Revenue Service's streamlined application process for tax-exempt status could be allowing corrupt charities to claim exemptions before the IRS has enough information.

The Georgia Society of CPAs and Feeding Georgia's ninth annual Georgia Accounting Food Fight raised $372,907 this year, which represents over 1.4 million meals

The New Jersey Society of CPAs has launched its thirteenth annual food drive to benefit the Community FoodBank of New Jersey

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

Private foundations are using donor-advised funds to sidestep federal laws designed to make sure the wealthy donate money to the needy in a timely fashion, not defer the gifts for generations.

The accounting firm is aiding the United Way of the Capital Region through a miniature golf tournament.

Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.

Go beyond the standard due diligence in examining a potential acquisition.

More than ever, it's important for CPAs and financial planners to ask their clients about the presence of a child with special needs in the family.

Dixon Advisory and Superannuation Services was penalized for failing to act in its clients' best interests and provide advice that was appropriate for its clients' circumstances. 

ERC "mills" have come out of the woodwork to lure small business owners into taking a lucrative tax credit they don't qualify for. Here's what advisors need to know.

What happens if your client invests in a Roth IRA? What about buying a home? Or even donating to charity?

A recent study has found that the number of people who overestimate how savvy they are has grown.

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.

Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.

Residents of New York, Virginia and 11 other states could end up with a surprise tax hit of hundreds of dollars next year on forgiven student loans.