An estate planning strategy — "Buy, Borrow, Die" — was recently the focus of Senate Finance Committee hearings.

Can my client claim frozen embryos as dependents?

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law. Read more →

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CPA planners urge more tax pros to adopt wealth management

New financial planning questions on the accounting exam could attract more young people and encourage current practitioners to explore the burgeoning ties between the fields.

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IRS unveils draft 1099-DA for crypto

The Internal Revenue Service previewed a draft form for crypto brokers for reporting on the proceeds of digital asset transactions to their customers.

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