Wealth management

The tax hike will fund rebates for about 800,000 middle-class households.

The right communication strategy and strong deliverables are key.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

Clients’ spouses may be hiding assets in any number of tax-related ways.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

Credit Suisse Group AG is dealing with the fallout of a fraud at its international wealth management business, two years after it was criticized by a regulator in a similar case that rattled the bank and raised questions about controls.

Depending on the economy and the election, they could be on the chopping block as soon as 2021.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

It’s not too early to start thinking about post-election tax planning.

The Internal Revenue Service is giving taxpayers a break if the checks they mailed in to pay their taxes still haven’t been opened up yet and are sitting in the trailers the IRS set up during the pandemic.

Blumshapiro Foundation donates $24K to support New England food banks; and the Georgia Society 7th annual Georgia Accounting Food Fight goes virtual to end hunger.

U.S. Senator Bernie Sanders said he will introduce legislation to tax what he called the “obscene wealth gains” from billionaires during the coronavirus crisis.

Aging clients require a different set of eyes.

Eleven CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.

The American Institute of CPAs reported Thursday that its Personal Financial Satisfaction Index declined 55 percent in the second quarter of the year, a level not seen since 2015, as the COVID-19 pandemic continued to ravage consumer finances.

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

Dozens of millionaires from the U.S. and six other countries have a message for their governments: “Tax us. Tax us. Tax us.”

The Senate and House passed bipartisan legislation to help nonprofits remain financially viable during the COVID-19 pandemic.

To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible.