Wealth management

UHY tax principal Thérèse Wolfe says Generation X is sandwiched between the needs of their aging parents and those of their college-debt burdened children — and they need help to handle the financial burdens.

With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

The company's offering is aimed at wealth management and accounting firms supporting high-net-worth clients.

But the IRS would need more resources, writes Natasha Sarin, an assistant professor of law at UPenn.

The service is working to identify 9 million individuals who haven't filed a return.

DAFs offer tax advantages, legacy planning options and flexibility that other giving vehicles can’t.

It's time to re-evaluate the structure of your accounting firm’s wealth management practice.

Add in the complexities of this year’s presidential race, and we have a recipe for uncertainty and fear.

Financial satisfaction of people in the U.S. bounced back strongly in the third quarter, reversing the lows brought on by the coronavirus.

Democrats on the House Ways and Means Oversight Subcommittee want the agency to reverse the automated revocation of status for tens of thousands of nonprofits.

The CARES Act will play a critical role, according to Grant Thornton.

Whoever wins Nov. 3, there are sure to be changes ahead in tax rates and tax policy.

Robert T. Brockman was just putting the finishing touches on a new private equity fund when worrisome news arrived. Law enforcement agents had raided the home of a tax lawyer in Texas who had worked for him.

During the 2020 presidential campaign, Democratic candidates made many proposals for changes to the Tax Code, ranging from changes to the tax rates to the imposition of a new 5 percent excise tax and a national sales tax.

You have five years to get your business-owner clients ready to leave.

A New York Times story based on Donald Trump’s long-sought-after tax data shows he avoided paying income taxes for most of the past two decades and paid only $750 the year he was elected president.

Ratcliffe and other senior Ineos executives caused tension with the company’s auditor, PwC.

Hedge funds are planning to expand their presence in Florida, adding to a migratory trend as wealthy residents of northern states face the threat of higher taxes.

The regs clarify that certain deductions aren’t to be considered miscellaneous itemized deductions.