Financial Planning

If you have clients with college-age children earning money from their name, image and likeness, are they responsible enough to handle it and protect it?

The number of private tax-advantaged foundations and the amount of assets contained in them has reached nearly $2 trillion, even as the administration considers imposing new taxes.

The Top 20 Firm will receive an investment from private equity giant KKR, making it among the largest accounting firms to take PE money.

The Regional Leader based in Wayne, Pennsylvania, received a strategic growth investment from Madison Dearborn Partners and co-investor Norlantic Capital.

Top 10 Firm Baker Tilly will acquire Top 100 Firm Anchin, Block & Anchin, and will move its headquarters from Chicago to New York City.

The Top 100 Firm will receive an investment from TPG, as its former private equity investor Broad Sky Partners will sell substantially all of its investment.

A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.

The Council brings leading public accounting firms together across the country to provide greater awareness of the noble mission of the USO and raise funds.

For the 2026 Top Firms by Assets Under Management, managing the growth of their own practices is as much a challenge as growing their clients' wealth.