To be successful today, CPA personal financial planners must be prepared for many challenges. Increased longevity and rising health care costs have made the creation of strong retirement plans both ...

Legacy planning helps you organize and secure your estate to ensure that your wealth is protected and bequeathed according to your wishes, minimizing tax issues.

Amtrak’s struggle to manage early planning led to delays for a key passenger rail tunnel project that received $4.7 billion in federal funding from the infrastructure law, a government watchdog found.

Estate planning services, once considered an optional value-add, are swiftly becoming table stakes for wealth managers. According to a recent survey of 1,000 clients by (admittedly self-interested) ...

Philanthropically-inclined clients' interest in the Land Back Movement is opening new realms of estate planning for financial advisors and tax professionals. Individual estates' bequests of land pose ...

David Perry headed the University of Illinois Chicago’s Great Cities Institute for 12 years and was considered an expert on issues including urban and regional economic development, race, politics and ...

Planning and Zoning Administrator Milton Ollerton told the Jefferson County Commissioners on Oct. 27 that the planning department continues to face unique issues in their current endeavors as they ...

When crafting estate plans for their clients, estate-planning attorneys and other professionals should be mindful of potential evidentiary issues that may arise in the event of future legal challenges ...

LIMA — The work of the Lima/Allen County Regional Planning Commission can often go unnoticed by the public, but for Rebecca Phillips, the commission’s new executive director, the work is well worth ...

Planners reminded homeowners of the procedures required for repairing storm damage in the aftermath of Hurricane Imelda last week. The planning department also reminded residents that its technical ...

The Arlington County Civic Federation wants county leaders to be more transparent when negotiating with developers on community benefits. In a comprehensive resolution on planning and zoning issues, ...