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Inheritance planning can make clients act crazy.

Richard Locastro has been named the newest partner at Gelman, Rosenberg & Freedman. Locastro has worked as tax principal in the firm’s nonprofit department since 2007.

Avalara announced it has issued more than $42 million in series D-1 preferred stock to new investor Technology Crossover Ventures and existing investors led by an affiliate of Warburg Pincus.

Tax strategy and investment management are important, but communicating with clients is one of the most critical aspects of any financial planner's practice, argued pioneering planner Harold Evensky.

Grant Thornton reached record combined global revenues of US$4.7 billion, achieving 4.6 percent growth in U.S. dollars (or 4.9 percent in local currency terms) for the fiscal year ended Sept. 30, 2014.

Last Thursday, BKR International announced the recipients of its annual International Scholarship, awarded to accounting students who look to be successful future leaders. Winners from around the globe received $3,000 to put towards obtaining their professional credentials.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Some of our favorite recent tax fraud cases.

President Barack Obama is proposing new taxes on the wealthiest Americans that would limit their profits from investments and make it harder for them to pass assets to heirs.

A weekly roundup of accounting firm mergers and acquisitions