Wealth management

Two Volunteers of the Year and 15 CFFs and ABVs were highlighted for their achievements during the 2019 AICPA Forensic and Valuation Services Conference in Las Vegas.

The Democratic presidential hopeful rolled out a wide-ranging menu to fund her multi-trillion-dollar Medicare for All plan, a defining moment that fleshes out her vision to remake one-fifth of the U.S. economy.

Guiding clients into and through retirement.

Rep. Jimmy Gomez, D-Calif., introduced legislation Friday modeled after the estate tax bill sponsored in the Senate by Sen. Bernie Sanders, I-Vt.

A drop in the number of job openings and in corporate optimism helped drive the AICPA’s Q3 2019 Personal Financial Satisfaction Index down slightly in the third quarter, but it remains near an all-time high.

Pulling back the curtain in the land of OZ, and other gain deferral strategies to consider.

Firms need to focus on actively encouraging client referrals.

The Top 20 Firm's 2019 Community IMPACT Awards single out staff members and offices for their volunteer hours.

Senator Elizabeth Warren’s wealth tax proposal is big. Senator Bernie Sanders’ is about 60 percent bigger.

Senator Elizabeth Warren’s campaign promise to fund social programs by making America’s wealthiest pay a small percentage of their fortune every year could create a costly and difficult compliance system for both the taxpayers and the IRS.

Premium financing can be a powerful tool, but it must be thoughtfully designed, well underwritten and thoroughly understood.

The UJA-Federation of New York recognizes the tax expert for his half-century of dedication.

The presidential candidate released a plan Thursday to expand Social Security benefits by $200 per month with a payroll tax increase on incomes above $250,000.

The senator is taking a slightly different approach to targeting the same non-wage income as proposals from Democratic presidential hopefuls.

Billionaires such as Jeff Bezos, Bill Gates and Warren Buffett could have collectively lost hundreds of billions of dollars in net worth over decades.

The company is bringing together its tax-focused wealth management divisions.

Tax services segue naturally in to wealth management and financial planning services.

Student teams from CFP Board-certified institutions will compete at the 2019 FPA Annual Conference, held Oct. 16-18 in Minneapolis.

A deadline is looming to maximize the stepped-up basis afforded to realized capital gains invested in qualified opportunity zone properties and businesses.

The former president of the New York State Society of CPAs, chairman of the AICPA, and founding partner of Goldstein Golub Kessler, has left his mark on the profession.