As clients age, accountants and advisors need to be ready to help them and their families handle the issues surrounding their eventual decline. U.S. Wealth Management’s John Napolitano discusses how, and why it’s more important than ever.
Of all the obstacles to success in accounting, accountants' own fears may be one of the most important. Consultant Phil Whitman discusses the many ways the profession gets in its own way -- and how to overcome them.
The U.S. has opted out of certain international bank reporting rules, and that may be of interest to high-net-worth individuals overseas. Venable’s Friedemann Thomma explains what this might mean for U.S. tax professionals and accountants.
The home stretch of tax season will see fraudsters’ biggest push – but cybersecurity expert Kevin O’Brien says that taxpayers and tax professionals accountants will still need to protect themselves after that.