Portfolio

CPA/advisory firm BKD Wealth Management adds Wolf Financial Management, after a deal between the two parent companies.

The industry needs to do more to reflect the diversity of its client base, said the industry's top executives in our special report, the State of Wealth Management.

"If you think you have no special needs clients, you probably are not asking the right questions,” says Mike Walther.

By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.

A family contribution system can help strengthen philanthropy as a core family value.

Clients who attend charity dinners or concerts need to take precautions on their tax returns.

A new study finds that donor-advised funds are outnumbering all other charitable donation vehicles combined.

There are a surprising variety of ways for clients to support charities, even if they don't have extra cash to give.

The end of the year is the perfect time to think about what you accomplished and what you want to accomplish in the next twelve months. This checklist will help ensure you've thought through the major considerations to plan your distribution strategy for 2015.

The share of families with an individual account retirement plan such as an IRA or 401(k) is decreasing, but the assets in those plans are increasing, according to a new study.