Wealth management

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.

Ernst & Young has released the results of a new survey on financial wellness, indicating that many people have no idea how much they will need to retire.

The Internal Revenue Service has issued final regulations allowing pension recipients to split their benefits between both monthly annuity payments and a lump sum.

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

It’s back to school for university endowments and U.S. lawmakers.

Sen. Ron Wyden, D-Ore., the ranking Democrat on the Senate Finance Committee, released a discussion draft of proposed legislation that would prevent taxpayers from putting more than $5 million in an individual retirement account.

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

We all use the cliché that we give the clients the best we've got, but what does it really mean?

Guiding your clients into and through their post-work life

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

Indian Country Today reports that retired PGA golfer Notah Begay III, in his first ambassador role outside of professional sports, has partnered with southwest CPA and business consulting firm REDW to promote accounting and financial literacy to Native American communities.