Wealth management

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.

From inappropriate touching to belittling comments, women advisors confront workplace environments that are far from welcoming.

How do you measure the success of your tax season?

A provision in the budget act could eliminate tax on their excess business holdings.

For the anniversary of its “Family for Literacy” effort, the Big Four firm will be making major donations across the country this March.”

CPAs are seeing more need for financial planning for clients with the passage of the Tax Cuts and Jobs Act.

New Jersey took the first step toward allowing residents with the nation’s highest property taxes to circumvent a new federal limit on state and local tax deductions.

The North Carolina firm saw staff members take a 'polar plunge' as part of a $45K fundraising event.

What does it take to get into the 1 percent? The price of admission is an adjusted gross income—basically, what you make before deductions—of $480,930.

Changes to the tax code may restrict growth in philanthropy to U.S. higher education to less than 6 percent this year, according to a report this week from Moody’s Investors Service.

Noyes, a 110-year-old wealth management and investment banking firm, intends to acquire more accounting and tax firms after buying Kiely & Associates, LLC, a 25-year-old Chicago tax and accounting practice, last month.