Wealth management

The organization is seeking research papers on a number of topics for its third annual Academic Research Colloquium next February.

Private colleges facing a new endowment tax may “behave strategically” to avoid paying it, according to a study published Thursday by a senior researcher at the Federal Reserve Bank of Cleveland.

Tax knowledge is considered to be the most important factor when choosing a financial advisor, according to a new survey, which also found the CPA credential to be the one most associated with financial advice.

About one-third of Americans are postponing a major life decision, such as getting married or having children, for financial reasons.

Many of the biggest beneficiaries of President Donald Trump’s tax overhaul haven’t even been born yet.

The Illinois firm participated in its annual 'Bowl for Kids' Sake' event to benefit the organization.

A research paper from the CFP Board found that black and Latino professionals are severely underrepresented in the industry.

A House bill to repeal the four-month-old U.S. college endowment tax has gained sponsors on both sides of the political aisle.

The doubling of the estate tax deduction has major ramifications for states, the fed – and taxpayers.

Helping business-owner clients with succession planning is a must.

Accounting firms and tax pros can do more than just relax after tax season.

CEO Bob Oros joined the company last year from Fidelity and has been leading efforts to bring aboard more accountants in the wake of the new tax law.

The annual listing ranks CPA financial planners by assets under management.

A pair of Top 100 Firms are partnering on wealth management, with HBK CPAs & Consultants’ affiliate HBKS Wealth Advisors acquiring a minority stake in K·Coe Isom LLP’s subsidiary K·Coe Wealth Management LLC.

More CPAs should consider adding the service to their practices.

Clients need help navigating the TCJA in areas such as philanthropic giving and deductions.

A tax on wealthy university endowments isn’t set to be collected for more than a year, yet schools are working behind the scenes to roll it back.

The CFA Institute has some advice for investors about the main questions they should be asking about the new revenue recognition standard.

Illinois residents could enjoy lower taxes if their squabbling leaders tackle the debt-riddled state’s biggest problem — its massively underfunded pension system. But that’s a big if.