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Brian Vincent is a principal at Ryan, the largest firm in the world dedicated exclusively to business taxes. He has 20 years of experience in performing transfer pricing, valuation and applied economic consulting services on behalf of corporate tax departments and the international tax and transfer pricing practices of multiple leading law firms.

As the presidential campaign heats up, a tax expert is weighing in with his thoughts about the child tax credit and other proposals.

Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.

Adam Schrom is director of product management at Bloomberg Tax & Accounting.

Even a modest ceremony can cost thousands, with the price tag for destination weddings easily crossing into five-digit figures and higher.

The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too.

Industry groups see the new AML requirements as unnecessarily redundant and burdensome on small firms.

Planners trying to help clients steer clear of momentary panic by investing for the long term will find instructive episodes that often involve sports.

Robert Sheen is the founder and CEO of Trusaic.

Leading wealthtech innovator Brian McLaughlin said he's stepping down as president of Orion Advisor Tech next month.