Wealth management

David Knoch, the president of 1st Global, is getting ready for the close of the acquisition of his financial advisory firm by Blucora, the parent company of HD Vest, and is making plans for aligning with a former rival.

The top Democrat on the Senate Finance Committee, Ron Wyden, is reviving a plan that would tax wealthy individuals annually on their investments, instead of when those assets are sold.

For New York City’s luxury real estate brokers, a new mansion tax certainly isn’t welcome news, but it’s better than the alternative.

Financial planners need to engage with the next generation -- for both their sakes.

Democrats are busy finding new ways to tax the rich. The most straightforward way to do that — an annual tax on household wealth — is an idea with deep roots in Europe that several 2020 hopefuls are hoping to import to the U.S.

The Democratic presidential candidate is joining in calls for higher taxes on the wealthy, an issue that’s taking hold among the contenders for the party’s nomination in 2020.

Blucora plans to combine HD Vest’s individual tax advisor focus with 1st Global’s institutional, multi-partner focus.

The California charity at the center of the college-admissions scandal apparently never attracted attention from the IRS.

The U.K. taxman is coming under fire over its program giving the wealthy one last opportunity to disclose income or assets stashed in secretive offshore accounts.

High-end real estate brokers in New York worry that foreign second-home buyers are feeling under assault from all sides and may end up going elsewhere.

A top Senate Democrat is looking to end tax breaks for college donations that parents may be making to universities in an attempt to get their children admitted.

Bill Gates, Elizabeth Warren and Bernie Sanders all want the rich to pay more taxes, but Gates is saying what the Democratic candidates appear to be thinking: Go for the capital gains rate.

New York Assembly Speaker Carl Heastie added momentum to the idea of taxing non-resident owners of multi-million dollar apartments as a way to help pay for billions of dollars of regional transit improvements.

CohnReznick celebrates International Women's Day, EY marks ten years of its College MAP program, and UHY holds its annual charity Texas Hold 'Em Tournament.

Education Secretary Betsy DeVos is riding to the rescue of a private-school tax break that was ensnared in a bitter fight between the Treasury Department and Democratic states that sought to circumvent caps on state and local deductions under the Trump tax overhaul.

Improving your financial planning practice via mergers and acquistions.

North Carolina firm DMJ & Co. also participated in a local 'Polar Plunge' to benefit the Special Olympics.

Before Elizabeth Warren’s wealth tax, there was Donald Trump’s wealth tax.

Analysts are more likely to highlight the negatives instead of the positives, according to new research.