The Latest

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

Investment firms are pushing into the country as financial reforms open access to an industry that’s expected to grow more than five-fold by 2030.

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

Caroline Ciraolo headed the Justice Department’s Tax Division from 2015 to 2017. She is currently a partner at Kostelanetz & Fink in their new Washington, D.C., office.

Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.

The regulator's proposal is set to remake compliance standards for brokers and advisors.

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

Susan Harley is the deputy director for Public Citizen’s Congress Watch division.

Bartlett Naylor is a financial policy advocate at Public Citizen.

Matt Fisher is a senior vice president at Snow Software.