Practice

Firms are on the hunt for new talent, and they are upping their offerings to find and keep it.

With planners aging and the industry’s demographics still far out of step with the country’s, wealth managers are bulking up their support for new entrants.

Bitcoin and other digital currency investors face tax headaches and IRS scrutiny this filing season.

Part of a push by the company to open offices in underserved areas, Anthony Williams aims to make it “a pillar” of the community, he says.

Now political momentum is building to raise taxes on the wealthy and support families and small businesses during the pandemic.

While her predecessor led the organization through the 2008 financial crisis, Thasunda Brown Duckett is taking the top role at a time of different uncertainty.

The firm has 20 teams that cater to ultra-high-net-worth individuals in the Sunshine State, and has plans to double that over the next few years.

The growing practice’s founder dropped his FINRA registration after 14 years with KMS Financial Services.

The Tax Court added its voice to the dilemma facing many taxpayers working remotely due to the pandemic.

Scoring across nine quantitative and qualitative metrics, here’s how Backend Benchmarking ranks the industry’s digital advice providers.