Wealth management

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

PKF O’Connor Davies adds DHL&S; LBMC Technology Solutions merges with InterDyn Artis; Finkler joins HW&Co.; Gilliam Coble & Moser merges with Apple, Bell, Johnson & Co.; and Blucora plans acquisition of HK Financial Services.

Here’s a look at the most significant decade for the fastest-growing giving vehicle.

The world’s second-richest person said he wants his fellow billionaires to pay much higher taxes.

Teach clients to avoid the end-of-the-year rush to make the most of their donations.

Everyone benefits from a well-thought-out plan, including staff and clients.

Tax pros share what they and their clients think about the proposed tax on the rich.

As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

To get a better handle on your client’s personal cash flow situation, you need to go beyond their business and understand their family financial dynamics.

Democratic presidential candidate Michael Bloomberg pledged to support “taxing wealthy people like me” but dismissed a wealth levy tried in other countries and supported by rivals including Elizabeth Warren and Bernie Sanders because “it just doesn’t work.”

In volatile markets, client education and constant communication are ke

Here are some of the most commonly used vehicles for tax-advantaged giving your clients can deploy all year round.

Even Alexandria Ocasio-Cortez is skeptical about the viability of Elizabeth Warren’s wealth tax to pay for trillions of dollars in government programs and address income inequality.

Democratic representatives are working on legislation that would nearly double the top individual U.S. tax rate on the highest incomes.

The number of donor-advised fund accounts has tripled in the past four years and grown approximately 150 percent since the passage of the Tax Cuts and Jobs Act at the end of 2017, according to a new report.

Moderate Democrats in Congress are crafting viable alternatives to Elizabeth Warren’s wealth tax, amid increasing concerns that her soak-the-rich strategy won’t pass even if the party captures both chambers of Congress in 2020.

Senator Elizabeth Warren’s proposed wealth tax could be a gift to an industry she has accused of looting Americans — private equity.

With two of the leading presidential candidates competing to promote sweeping tax hikes on the ultra-wealthy, two other Democrats are advancing a more modest surtax on high incomes that supporters say has a better chance of actually becoming law.

Approximately 50 percent of taxpayers made at least one change in their charitable giving strategy in response to the Tax Cuts and Jobs Act, according to a new survey.