Managers of Wealth Americas

Allworth Boosts Tax Services with Acquisition of Bay Area CPA Firm

“CCA has an exceptional tax team that will help us meet that demand and better serve our clients.”

$6.5B Callan Family Office Launches Tax Overlay Program

The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.

IRS Whistleblowers' $74 Million Payout Shows Two Years of Reform

The IRS program for years has endured criticism about low payouts and rising process times.

The legal framework for the United States and United Kingdom cross-border tax compliance

Under the treaty, various types of earnings, such as dividends, interest and royalties, are charged only in the country of residence or at reduced rates in each location.

Cardinal Point Wealth Management Warns of Major Estate Tax Exemption Changes in 2025

The TCJA temporarily doubled the federal estate tax exemption

REDW Advisors & CPAs acquires Hatcher Financial

The acquisition increases REDW's Phoenix office team to 114 members and nearly 350 across its broader network.

Asset Reality and Taxbit Partner to Enhance Digital Asset Seizure and Management

New partnership brings industry-leading expertise and comprehensive asset management solutions to streamline the manual process of asset seizures.

Canadian government owns Scots property via tax haven

Aimco “invests globally on behalf of pension, endowment, insurance and government fund clients in Alberta” and manages £90bn in assets.

Treasury recovers $1.3 billion in unpaid taxes from high-wealth tax dodgers

In 2023 and 2024 the IRS launched a series of initiatives aimed at pursuing high-wealth individuals who have failed to pay their tax debts.

Switzerland and United States agree on mutual exchange of financial account data

Implementation of the FATCA agreement requires national law to be amended.

Billionaire Tax Rejected by US Causes Split Ahead of G-7 Meeting

The United States has pushed back on a global minimum wealth tax on billionaires.

Fairness, Transparency, and Enforcement: FACT’s Principles for Taxing U.S. Multinational Corporations After 2025

To preserve popular tax cuts for low and middle-class earners, Congress will look to offset with other revenue sources, including improvements to how multinational corporations are taxed.

Bank of America appeals IRS win in $163 mln bank merger tax fight

The bank sued the IRS in North Carolina federal court in 2017, claiming it was owed tax-related interest related to a series of mergers.

The Federal Government Offers To Wipe Out Your Tax Debt Through New IRS Fresh Start Program

The IRS now has more flexibility when analyzing a taxpayer’s ability to pay back taxes.

Citi's new global head of STIRT trading is calling for a wealth tax

Citi didn't respond to a request to comment on Singal's new role or on his calls for higher taxation.

RSM Recognized for Family Office Technology by Accounting Today

The platform FamilySight is among only 21 products featured in Accounting Today’s 2024 Top New Products list where it earned an honorable mention.

FASB improves income tax disclosures

The existing disclosure requirements in ASC 740 distinguish between public and nonpublic entities in several different respects, utilizing a definition of “public entity” described in ASC 740-10-20 that is specific only to this Topic.

Early preparation may help taxpayers glide through tax season

A lot can happen in a year’s time that may impact income tax filing.

International families in California – beware of the tax implications of community property

The equal ownership rule means that any assets your partner owns (for instance, a property owned in their name and not yours) are considered to be 50% owned by you

Andersen Adds New San Diego Office, Expands Southern California Footprint

The move comes after the professionals from Reibman, a leading San Diego-based tax compliance and planning firm, joined Andersen.