Financial Planning

Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.

By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.

Upon the historic deal's closing, Grant Thornton is expected to become the fifth-largest firm with more than $5 billion in domestic revenue and $7.5 billion globally.

He reported earning income of less than $5,000 in 2020, 2021 and 2022, but actually earned more than $7 million from his hedge fund, according to prosecutors.

Corporate sustainability reports are including less specific quantitative information and disclosures and leaning more toward puffery.

Pitching an institutional investor on a single private equity deal rather than a diversified fund was long deemed the sign of a buyout newcomer or a struggling rainmaker.

The Top 50 Firm acquired Houston-based Sowers & Co., expanding its local tax and outsourced accounting offerings in one of its focus markets.

Private equity is fueling a wave of mergers and acquisitions, with transaction volume rising 26% year-over-year in 2025 and continuing to climb in 2026.

The Top 50 Firm acquired McMillan, Whiteman & Associates, expanding its presence along Florida's Gulf Coast and marking its third deal in the state this year.