Wealth management

30 firms and groups volunteered in 14 towns across the state for the annual event.

129 volunteers representing 14 businesses served their communities and raised awareness of the profession.

Deciding on a fair rate for wealth management is a major stumbling block for firms.

President Donald Trump’s tax plan suggests that wealthy Americans could be in line for a boatload of breaks. At this point, the rich aren’t buying it.

Your firm’s tomorrow; quantifying clients; and other highlights from our favorite tax bloggers.

Eight collegiate teams will face off at the FPR Annual Conference in October.

The organization is hoping to collect 3,000 pounds of nonperishable items by November 17.

The organization's 8th annual event saw over 1,200 professionals volunteer in local communities.

S corporations are the only entities that owners, partners or shareholders cannot sell to benefit favored charities by using a charitable remainder trust.

The advisory firm knew the drill, but the storm still threw them for a loop.

The Internal Revenue Service said Tuesday it is giving special relief to support leave-based donation programs as a way of assisting victims of Hurricane Harvey.

National Economic Council Director Gary Cohn disputed the suggestion that the Trump administration’s proposed tax overhaul would benefit the wealthiest Americans on Friday—and said it’s not clear the highest earners would get any tax cut at all.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

It's the easiest way to get new business, but it requires a little work.

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences for something else conservatives cherish—charitable giving.

Accountants may be extremely comfortable offering expertise on tax-related savings or advice on expense and cash management, but they may be less accustomed to steering clients to take specific steps to grow revenue.

Named Odele, the AI assistant should be able to match individuals and businesses with their most ideal tax scenario.

As people begin to amass wealth, the clarity and simplicity of their financial lives can quickly diminish.

Atlas Tax Advisors is partnering with accounting firms on providing tax planning and wealth management services for clients.

The Personal Financial Planning course will look to expand its reach to more CPA students over the next year.