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New IRS rules that allow a surviving spouse more time to file for an estate tax benefit and higher audit rates for wealthy individuals are just two developments for advisors to note.

Crisanto Francisco, CPA, is a partner at Lindquist, von Husen & Joyce LLP, focused on nonprofit organizations, affordable housing developers, real estate partnerships and property management companies. Reach him at cfrancisco@lvhj.com.

The IRS has compiled a list of mistakes they often see on tax returns.

Sisters Jewel Waller Davis, Joyce Waller Baden and Betty Waller Gray reflect on the financial lessons of their family's 120-year-old business and proud history.

Congress is gearing up for another debt war, and the collateral damage could include Social Security, Medicare and the stock market.

As thousands of advisors prepare to join the Schwab family later this year, officials want to remind them exactly what they stand for.

A group that's been historically blocked from growing generational wealth is ready to engage. Is the wealth management industry prepared?

Salene Hitchcock-Gear is president of Prudential Individual Life Insurance, a unit of the financial services company that offers consumers a diverse portfolio of life insurance products. She is an insurance industry veteran with more than 30 years of experience.

A case involving Moors & Cabot's explanations about its conflicts of interest from cash sweeps signals how the regulator's actions are ramping up.

Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.