Wealth management

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.

Alvin Carlos, co-founder and CEO of District Capital Management, was recognized for his efforts to promote the profession among underprivileged youth.

Helping clients navigate the compexities of tax reform is a priority.

The firm saw staff members spend the night in freezing Detroit temperatures to help raise $70K for homeless youth.

The New Jersey Society of CPAs will be accepting nominations through May 18.

Which industries have the highest prevalence of unwanted sexual conduct in the workplace? Will the #MeToo movement have a lasting impact? Key findings from a SourceMedia survey.

Undergrad students can now also receive up to 80 hours of CFP CE credits for their participation in this year's event.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

Three of America’s most discreet billionaire philanthropists have emerged as the biggest donors to the Goldman Sachs Philanthropy Fund after the IRS accidentally revealed their identities.

New Jersey Governor Phil Murphy proposed taxing online-room booking, ride-sharing, marijuana, e-cigarettes and internet transactions along with raising taxes on millionaires and retail sales to fund a record $37.4 billion budget that would boost spending on schools, pensions and mass transit.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.