New M&A target for RIAs? Accounting firms

The Mariner deals are an example of the “dynamic actions we will start to see from an emerging class of RIA mega-firms [aiming to] expand their services beyond the standard lines of wealth management,” says David DeVoe, managing partner of RIA


Spotting Audit Dangers For Wealthy Clients

One factor that will reduce audits for some wealthy taxpayers is the increase in the standard deduction and elimination or curtailing of many itemized deductions.