CliffsNotes style solutions to some of clients' most taxing problems.

IRS claims that Arthur Cinader's estate understated taxable gifts and overstated debt deductions.

For many successful entrepreneurs, a business represents 80% to 90% of the value of their estate.

NFP says it is realigning the company to better showcase growing wealth management and retirement plan offerings, attract new talent and deliver "holistic" financial planning.

The application to open a trust company is the Canadian financial services firm’s latest development in a busy two years after first entering the U.S. RIA space.