Wealth management

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The Social Security Administration announced that benefits will increase 0.3 percent in 2017.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Nonprofit software developer Blackbaud is predicting record donations on “#GivingTuesday,” the global day of giving that takes place on the Tuesday after Thanksgiving.

The perilous calculus associated with retirement

Thomson Reuters has introduced a certification program for practitioners who want to offer retirement planning services to their clients.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The top retirement concern cited by financial planning clients of CPAs is running out of money, according to a new survey by the American Institute of CPAs.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

A group of 41 Senate Republicans is urging the Treasury Department to drop proposed regulations that would eliminate a popular tax strategy for minimizing estate and gift taxes.

The Internal Revenue Service has released new procedures that help a taxpayer make the decision on whether to opt for a qualified terminable interest property election to reduce estate taxes.

An overwhelming majority of American investors are confident in the integrity of the U.S. capital markets, including audited financial reports and independent auditors, according to a new survey by the Center for Audit Quality.

The very rich are different from you and me. They even have their own IRS audit squad.

This U.S. presidential campaign, and particularly that of Democratic Senator Bernie Sanders of Vermont, moved the issue of income inequality front and center. Now there are some new numbers in that department, and they won’t make many people happy.

This column was precipitated by my hearing of the untimely death of a sole practitioner who was a friend. His family wanted to sell the practice and was shopping around for a buyer.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

As both major Presidential candidates’ campaigns get into full gear, some of their positions on tax have become clearer, while others are still up in the air.

How to figure out if your firm should be offering wealth management services

Assets in college savings plans named for an obscure section of the Internal Revenue Service code hit a new record this summer, totaling $266.2 billion. That’s up 5.1 percent from a year ago, when assets in the accounts stood at $253.2 billion.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.