Wealth management

President Donald Trump praised New Jersey’s lawmakers for blocking Gov. Phil Murphy’s proposed millionaire’s tax, saying it would have driven “large numbers of high-end taxpayers out of the state.”

Some private educational institutions are now facing taxes on their investments under the Tax Cuts and Jobs Act.

The White House is developing a plan to cut taxes by indexing capital gains to inflation, according to people familiar with the matter, in a move that would largely benefit the wealthy and may be done in a way that bypasses Congress.

They’re an eclectic bunch — some of the nation’s most privileged heirs alongside entrepreneurs who have made spectacular fortunes in real estate, finance and Silicon Valley. But collectively they’re united on the need to tax more of the richest Americans’ assets.

Democratic presidential hopeful Bernie Sanders will propose canceling the nation’s outstanding $1.6 trillion of student debt and offsetting the cost with a tax on Wall Street transactions.

The court unanimously agreed that a non-contingent beneficiary's residence was not enough of a reason for a state to tax a trust.

Americans gave less money to charities last year partly because the Republican tax law changes made many people ineligible for tax breaks that can inspire donations.

Accountants should transform their services now, before they have to, say Erik Asgeirsson and Mark Koziel.

The American Institute of CPAs announced that seven CPAs under the age of 40 were recognized for their early contributions to the personal financial planning space.

Sen. Ron Wyden, D-Ore., introduced the legislation in response to the recent college admissions scandal.

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

The 2019 class of the Top Firms by AUM is wrestling with software, the talent wars, the need to communicate their value proposition, and more.

Accounting Today's annual ranking of the top CPA financial planners by assets under management.

The leading CPA financial planners with over $1 billion in assets under management

Now is the time to fill in the gaps in your clients' financial plans.

Democratic presidential candidate Bernie Sanders introduced legislation that would impose a tax on trades of all stocks, bonds and derivatives in the U.S., a move he says would help curb Wall Street speculation and help finance his campaign promise to provide tuition-free college and cut student debt.

If you have wealthy clients who need these kinds of services, it can be a gold mine for CPAs, according to John Napolitano.

A poll conducted on behalf of the American Institute of CPAs found that young job seekers consider student loan reimbursement to be a bigger concern than retirement.

There’s a strategy that’s been useful to help many clients achieve their financial objectives, while providing the tangible security required by the lender.

Adding wealth management is a great way to turbo-charge a practice.